When the Right Opportunity Arises, access to capital is part of the strategy
Our clients often face situations that require capital. This includes buying a business, closing on a real estate transaction or an unexpected tax obligation. We account for this through cash management and associated liquidity strategies as well as the efficiencies afforded to us through our affiliate, Raymond James Bank. Clients of Pond Wealth Management have access to numerous lending solutions including a variety of mortgage options and securities-based lines of credit through Raymond James Bank. Often, depending on the circumstances, clients may employ multiple strategies to help improve the finances of any one particular transaction. Raymond James Bank also offers benefits to clients such as possible discounted pricing and reduced closing fees based on assets under management with our firm.
Investments mentioned may not be suitable for all investors.
Alternative investments involve substantial risks that may be greater than those associated with traditional investments and are not suitable for all investors. These risks include, but are not limited to: limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. Investors should only invest in alternative investments if they do not require a liquid investment and can bear the risk of substantial losses.