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Raymond James

Tax-aware insights and solutions at Raymond James

Bring the benefits of tax-aware investing to clients

DOWNLOAD TAX-AWARE INVESTMENT GUIDE

Investments that pursue tax efficiency

Stand out in a competitive market by bringing Capital Group’s tax-aware solutions to clients and prospects. 

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Tax-aware solutions

Tax-aware investing
ETFs
SMAs

Highest growth advisors integrate tax-aware investing for 69% of their clients, compared to just 56% for average advisors.

 

Source: Capital Group, Pathways to Growth, 2024 Advisor Benchmark Study* 

Benefits of tax-aware investing

Help stay competitive

Pursue better after-tax returns

Support long-term financial goals

Get a personal, in-depth portfolio analysis

We can help you address tax awareness and other concerns in your portfolio construction. Your report will include a detailed analysis of your portfolio's returns, asset allocation, exposures, risk and volatility, correlations and underlying funds.

Learn more

Insights to help grow your practice

Leverage these insights and perspectives to strengthen your skills and deepen relationships with clients. 

PRO

What’s the best fit for clients seeking greater tax efficiency? It depends

Building tax-efficient portfolios can make a big difference in the long term. But vehicle selection depends on client-specific circumstances such as asset base, account type, cash flow and portfolio composition.

PRO

5 ways advisors are actually using and benefiting from AI

Advisors are using AI in their practices. Here are the tasks they’re using it for and the specific tools they’re trying.

PRO

A 3-step tax and estate planning checkup for any client

A three-step tax and estate planning checkup for any client, including basic estate planning, wealth transfer opportunities and techniques to help lower taxes.

Have more questions about tax-aware solutions?

Call us Monday through Friday, 8:00 a.m. to 7:00 p.m. ET. 

1-800-421-9900, Option 2
Footnote/Important information:
 
*This calculation is based on a 2024 survey in which Capital Group anonymously polled more than 1,500 financial professionals who together provided a representative view of the U.S. advisor landscape. In the “Pathways to Growth, 2024 Advisor Benchmark Study,” high-growth, highest growth or fastest growing advisors were defined as those advisors in the “top quintile in terms of growth as measured by a composite of assets, revenue and number of clients. Top quintile based on growth in AUM, revenue and number of households between 2021 and 2023. Percentage and absolute growth are equally weighted in the calculation.”
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