Raymond James is expanding its Private Wealth platform by further enhancing the investment resources, specialized expertise and support for financial advisers serving high-net-worth and ultra-high-net-worth clients. Through its newly introduced Private Wealth Guided Portfolios offering, advisers have access to integrated traditional and alternative investments within a risk-based, diversified portfolio framework.
The model combines traditional equity and fixed-income building blocks with a dedicated alternatives allocation, offering exposure to private markets and hedged strategies alongside public market investments in a balance aligned with clients’ risk profiles.
Asset Management Services, which oversees portfolio construction for the models, works closely with the firm’s private markets and alternatives team to conduct ongoing due diligence and monitoring. This combined approach provides advisers with additional resources and insights while preserving their abi
