World Investment Advisors Partners With RJ

World Investment Advisors announced today its new custodial relationship with Raymond James Financial Inc. (RJ).

The partnership between the two firms comes approximately two months after World acquired Boston Harbor Wealth Advisors, a $3.5 billion firm and an RJ partner for almost ten years.

With this new partnership, World says its excited to expand on its typical advisor demographic to include businesses who have worked with RJ, from individual practices with $100 million in assets to multi-advisor teams and firms managing billions of dollars.

“We are excited about our new relationship with Raymond James and the additional resources it allows us to bring our advisors,” said Troy Hammond, CEO of World Investment Advisors. ” The addition of another custodian choice – especially one that comes with this level of service and support – is very much in line with these key pillars of our wealth management value proposition.” Adding another custodial option for the World’s advisors and their clients marks the latest enhancement of the firm’s wealth management platform. “