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What’s New In Investments, Funds? – Raymond James

Editorial Staff

5 October 2026

Raymond James
Raymond James has introduced a private wealth guided portfolio offering to provide advisors with access to integrated traditional and alternative investments within a risk-based, diversified portfolio framework. 

The Florida-headquartered firm said its offering will improve solutions for its HNW and UHNW clients. 

The model combines traditional equity and fixed income building blocks with a dedicated alternatives allocation. It gives exposure to private markets and hedged strategies alongside public market investments in a balance aligned with clients’ risk.