Your whole financial life, in one place.
Most people come to us with investing in mind. The work usually turns out to be larger than that.
The plan is the roadmap
We think preserving what you have built is the work itself. When our process signals elevated risk, we reduce exposure, playing defense when the rules call for it. Most of the industry is built to keep you invested through everything. Reveille is built to step aside when the rules say so. Our Rules Based Investment Discipline is how we carry that out, the same way every time, with the emotion taken out.
planning
planning
Where the plan meets the road.
A plan tells you where to go. Investing is how you get there. We take responsibility for managing the money, building a portfolio from the thousands of options available and matching it to what your plan requires: the return you need to stay on track, and the risk we are willing to carry to earn it.
One point of contact for all of it.
Your advisor is your single point of contact for the whole of your financial life, the large decisions and the ordinary ones. When you need to borrow or to bank, we handle it, so you are not sent down the street to start over with a stranger.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James financial advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.
A line of credit backed by securities, such as a securities based line of credit or a tailored line of credit, may not be suitable for all clients. Borrowing on securities based lending products and using securities as collateral may involve a high degree of risk including unintended tax consequences and the possible need to sell your holdings, which may lead to a significant impact on long-term investment goals.
Talk to an advisor.
Start with a conversation about where you are and what you want your money to do.