services we provide
Foundation & Institutional
Foundation & Institutional Money Management
Knight Wealth Advisors provides a variety of ways to help charities, non-profits, and institutions manage their assets. Our Foundation and Institutional Money Management services utilize our Tactical Retirement Asset Management along with our stock selection strategies. These systems provide a rules-based approach to money management and further provides the board of directors for non-profit organizations and institutions the ability to invest a portion of their assets into markets with a defined management strategy.
Annuity and Life Insurance Investments
Additionally, we are aligned with several annuity and life insurance companies to provide your organizations with a way to invest for the upside potential of the markets while also preserving your assets against market volatility.
Our stock selection strategies provide on-site money management of the securities you own. We do not send your organization’s assets off to a team that you cannot speak with directly. Investing your equity portfolio with Knight Wealth Advisors allows you to have access to the manager of the securities at any time.
Knight Wealth Advisors place a high value on education. Alongside our partners within the legal and accounting fields, we can provide educational content, meetings or seminars with donors regarding your portfolio management, and we can assist in answering questions potential donors may have surrounding changes to legislation, taxation or other common questions.
Take the Next Step Toward Financial Planning with KWA
Where Will Your T.R.A.I.L. Lead?
Services We Provide
Stages of Financial Planning
Monday - Friday
8:00AM - 4:00PM
Securities offered through Raymond James Financial Services, Incl, Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Knight Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services
Raymond James financial advisors may only conduct business with residents of states and/or jurisdictions for which the are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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