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Alternative Investments

discussing figures on a tablet discussing figures on a tablet

Complementing your portfolio

 

Diversification across a wide spectrum of asset classes can be a smart strategy to help you meet your evolving needs and at the same time balance risk and return. Our advisors have ready access to curated alternative investment opportunities and the experience to guide you through the options.

 

For investors that recognize the potential of alternative investments and require more than conventional asset allocation we offer: hedge funds, managed futures, fund of funds, private equity, private real estate and other select, institutional-quality investment opportunities.

 

Naturally, alternative investments are not for every investor, so we are careful to make sure each position complements your existing financial objectives and serves your greater strategy.

Hedge funds

 

As an alternative investment, hedge funds offer experienced financial managers the latitude to employ sophisticated investment strategies along with the flexibility to make those strategies work across global markets. We work closely with you to identify the right hedge fund that will complement your portfolio.

hedge funds hedge funds

Managed futures

 

Capitalizing on both upward and downward trends in the market, managed futures, historically have lower correlation to traditional assets and can provide potential upside during market dislocations. Managed future markets that are typically traded include: interest rates, stock indices and currencies, as well as commodities including energy, metals and agricultural products. We can help you find the managed future funds that are most suitable for your portfolio.

Managed futures Managed futures

Private equity

 

By pursuing private investment opportunities, we gain direct access to value creation beyond public markets. Venture capital for startups, money for restructuring and buying out mature companies with the goal of creating greater value, are some of the investment forms that private equity investments can take. We can guide you through the process of vetting the investment while keeping you aligned with your objectives.

Private equity Private equity

Real estate

 

Long valued as an alternative asset that can provide a level of inflation protection and has the potential for steady cash flow, real estate investment can be achieved through traditional means such as real estate trusts (REITs) and through direct ownership. Investors can also access this asset class through managers who invest in private real estate and trade in less conventional real estate related securities. Together we can identify real estate investments that are a good fit for your near-and long-term financial objectives.

Real estate Real estate

Commodities

 

Having the potential to provide meaningful diversification benefits such as a level of protection from inflation and currency fluctuations, commodities investments offer another alternative investment option. Our advisors can guide you through the process of finding the best fit for you portfolio.

Commodities Commodities

Investments and account types mentioned may not be suitable for all investors.

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    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Trustmark Financial Services and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Trustmark Financial Services and Trustmark Bank are separately owned and operated and not independently registered as broker-dealers or investment advisers. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

    Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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