Alternative Investments

The Raymond James Alternative Investment Group carefully reviews and selects what it believes are high-quality, nontraditional investments, such as hedge funds, funds of funds, managed futures, private equity, real estate and commodities. This asset class is intended to enhance high-net-worth investors' portfolios based on specific requirements for eligibility.

These investments involve specific risks that may be greater than those associated with more traditional alternatives. Before investing, you should consider the specific risks associated with alternative investments, which typically include limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should also be aware that there is no assurance that any investment will meet its performance objectives and may, in fact, incur substantial losses. Only invest in hedge funds, managed futures or other similar strategies if you do not require liquidity and are able to assume the risk of substantial losses.