Alternative investments have become increasingly popular for investors looking to diversify their portfolios beyond just stocks and bonds. Raymond James, as one of the leading financial services firms, offers a suite of alternative investment solutions to meet the needs of different investors. In this article, we will explore the alternative investment strategies provided by Raymond James and how investors can take advantage of them.
Access to Wide Range of Alternative Assets
Raymond James gives investors access to a broad spectrum of alternative asset classes through its platforms and partnerships. This includes private equity, private credit, real estate, infrastructure, hedge funds, managed futures, and more. Investors can get exposure to these non-traditional assets to diversify risks and enhance portfolio returns. The wide selection allows investors to customize their alternative investment allocations based on their specific objectives and risk tolerance.
Alternative Mutual Funds and ETFs
For investors new to alternative investing, Raymond James offers alternative mutual funds and ETFs. These provide a low minimum investment, daily liquidity, and 1099 tax reporting. The alternative mutual funds and ETFs from Raymond James invest in assets like commodities, currencies, real estate, and hedge fund strategies. This allows retail investors to gain some exposure to alternative investments in a familiar and accessible package.
Fee-based Separately Managed Accounts
Raymond James manages alternative investments through fee-based separately managed accounts (SMAs). These customized accounts provide professional active management of alternative assets. Raymond James has over 25 SMA strategies focusing on alternative investments. This structure gives investors transparency into holdings and personalized tax management compared to traditional alternative fund structures.
Dedicated Alternative Investment Research
Raymond James has an experienced alternative investments team that conducts due diligence and provides investment research on alternative assets. This helps clients evaluate risks and opportunities to make informed allocation decisions. The Raymond James alternative investment research covers market trends, performance data, portfolio implementation ideas, and more. Ongoing monitoring and reporting provides insights into how alternative investments are performing.
Consulting and Education
Raymond James advisors provide consulting and education to help determine if alternative investments fit within a client’s broader investment plan. This includes assessing risk tolerance, return objectives, liquidity needs, time horizon, and other factors. Raymond James offers resources to learn about the characteristics, risks, and potential benefits of including alternative investments as part of a diversified portfolio. Their expertise and guidance can help investors implement alternative investments appropriately aligned to their investment goals.
In summary, Raymond James offers a range of alternative investment solutions like private equity, hedge funds, real assets, and liquid alt funds and ETFs. Their platforms provide access, research, reporting, and advice on alternative investing to help investors diversify and meet their financial objectives. With the capabilities of Raymond James, investors can prudently incorporate alternative investments as part of their broader investment strategies.