STRATEGIC ADVICE AND OPERATIONAL SUPPORT

PROVIDING MONEY MANAGERS

As a money manager, you expect high-caliber, comprehensive cash management services that can provide you with the time and means to concentrate on your own core business. Moreover, in today’s competitive global economy, it’s essential for you to have a partner that can leverage its global footprint to your advantage. As you work to manage your business efficiently and intelligently – maximizing its potential – we’re by your side, providing you with a wide range of services.

In your profession, avoiding the costs associated with extensive infrastructure build or enhancement is essential. Drawing on our combined resources and experience, we provide you with coordinated services that include everything from global clearing and custody to flexible financing solutions, accounting and administration support. Our quality level of support is not only beneficial – we believe it’s necessary in order to optimize opportunity and minimize risk. You are also able to take advantage of one of the best trading operations and investment research platforms.

Working together, we build a trusted, long-term relationship that hinges on providing you with objective, strategic advice, as well as operational support to help address business challenges. Our team has the knowledge and experience necessary to support you through the different stages of growth and to assist in responding to new trends and developments.

Services Include

  • Multi-Currency Clearing
  • Prime Brokerage
  • Securities Lending*
  • Custody
PROVIDING YOU WITH OBJECTIVE, STRATEGIC ADVICE, AS WELL AS OPERATIONAL SUPPORT TO HELP ADDRESS BUSINESS CHALLENGES.

*A Securities Based Line of Credit (SBLC) may not be suitable for all clients. The proceeds from a SBLC cannot be (a) used to purchase or carry securities; (b) deposited into a Raymond James investment or trust account; (c) used to purchase any product issued or brokered through an affiliate of Raymond James, including insurance; or (d) otherwise used for the benefit of, or transferred to, an affiliate of Raymond James. Raymond James Bank does not accept RJF stock or any securities issued by affiliates of Raymond James Financial as pledged securities towards a SBLC. Borrowing on securities based lending products and using securities as collateral may involve a high degree of risk including unintended tax consequences and the possible need to sell your holdings, which may lead to a significant impact on long-term investment goals. Market conditions can magnify any potential for loss. If the market turns against the client, he or she may be required to quickly deposit additional securities and/or cash in the account(s) or pay down the loan to avoid liquidation. The securities in the Pledged Account(s) may be sold to meet the Collateral Call, and the firm can sell the client’s securities without contacting them. A client is not entitled to choose which securities or other assets in his or her account are liquidated or sold to meet a Collateral Call. The firm can increase its maintenance requirements at any time and is not required to provide a client advance written notice. A client is not entitled to an extension of time on a Collateral Call. Increased interest rates could also affect LIBOR rates that apply to your SBLC causing the cost of the credit line to increase significantly. The interest rates charged are determined by the market value of pledged assets and the net value of the client’s Capital Access account. Securities Based Line of Credit provided by Raymond James Bank, N.A. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank.

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Joan F. Bowers has been named Best-in-State Top Women Wealth Advisor by Forbes! See the full 2024 rankings here: https://www.forbes.com/lists/best-in-state-women-advisors/?sh=2262cc761d11 The Forbes America's Top Women Wealth Advisors Best-In-State 2024, developed by Shook...

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