Benefit from our deep institutional experience and robust suite of equity, fixed income, and holistic asset allocation strategies (Outsourced Chief Investment Officers). Our disciplined investment consulting team guides institutions through each phase of the investment process – from strategy review, development and implementation, to oversight and documentation. Using a prudent management approach, our team seeks to enhance your organization and its mission, providing reliable support where it’s needed most.
If your company does not have an established employee benefit program, our experienced advisors can help you to formulate the ideal plan that benefits your business and meets the needs of your employees help you attract and retain valuable personnel. If you would like to move your existing employee benefits program to Valliant Wealth Strategies, we can assist with that as well. We work directly with providers to maximize tax efficiency for your business, as well as participants’ benefits.
We support a diverse range of clients managing wealth at the institutional level, including endowments, universities, corporations, nonprofits, family offices, money managers, governments and municipalities, among others. We understand how these clients come with an even greater range of needs and our team offers the agility, expertise and breadth of resources necessary to address them all.
In order for you to continue to achieve business success, collaboration with like-minded peers is essential. We specialize in working with exiting or recently departed senior executives who seek guidance in the next chapter of their personal and professional lives. We guide you through the many steps as you pursue your next opportunities, organize your financial life, set priorities, and pursue your goals. You are at an extraordinarily significant place in time and our experienced advisors can help you navigate all of the financial intricacies for a smooth transition from one era of your life to the next.
If you died tonight, what would happen to your clients and the value of your business? What about the value in your business? Avoid this with a well-developed succession plan that ensures that your family and your clients are taken care of. Keep in mind this can be as hard as finding the right spouse, so get started as soon as possible. Our advisors offer resources to help you create both short- and long-term solutions to protect what you’ve created in the event of the unexpected.
We can work with you to properly value your business, create a succession plan designed to maximize its financial potential, and address the details essential to all parties concerned. Alongside other professionals such as your tax professional and attorney, we work to develop a comprehensive picture – legal, structural, operational and financial – of your business. Together, we ensure your interests are well represented as you transition out of your business and move on to the next stage of your life.
Raymond James Investment Banking serves the capital and strategic advisory needs of today’s emerging growth companies. Since 2009, Raymond James has participated in raising $500 billion in capital for corporate clients and completed more than 280 advisory assignments. Raymond James Investment Banking has recently been named "Investment Banking Firm of the Year" by M&A Advisor1 and "M&A Investment Banker Team of the Year" by the Global M&A Network2. Investment Banking provides a comprehensive range of financial advisory services, including:
As a Raymond James client, you have access to the services offered by our investment banking department. To learn more about Raymond James Investment Banking, please contact us.