Shoreline Partners Wealth Management selected Raymond James for custody and clearing of client assets based on its strength, stability and well-earned reputation as one of the most highly-regarded investment firms in the industry. Founded in 1962, Raymond James is committed to putting people, planning and principles first, a philosophy which continues to guide the company today. Raymond James provides full SIPC, and where applicable, FDIC account protection for all client assets. Publicly traded since 1983, Raymond James Financial (RJF) currently manages over $500 billion in client assets.
Raymond James will independently generate all audited monthly, quarterly and annual statements on behalf of Shoreline clients. Additionally, among many other client impact areas, all interactive online technology will be content-delivered and supported by Raymond James.