RIA Transition Message
Sent to all Caliber clients on August 6th, 2024
Dear Caliber Clients,
We are excited to tell you about an important transition at Caliber that will enhance your client experience and expand our service offerings and capabilities.
Beginning October 1st, 2024, Caliber will become a fully independent and SEC-registered advising firm and will be internally transitioning our affiliation with Raymond James from the Independent Contractors Division (ICD) to the Registered Investment Advisors (RIA) + Custody Services Division.
What does this mean for you? Rest assured, there will be no interruption to the services you currently receive from us. Your login credentials and account numbers will also remain unchanged throughout this transition. All contact information for our team will stay the same, including phone numbers, emails, and our physical office in Overland Park.
This transition marks a significant milestone in our commitment to delivering personalized wealth management solutions tailored to each individual client and has been a part of Caliber’s long-term plan, set in motion over 5 years ago.
Your Vital Contribution: In the next few weeks, our Service Team will reach out to you via email with a few forms that will require your signature. The forms required will vary by account based on products held. We will be diligently working behind the scenes to guarantee a seamless and expeditious process for you.
While you won’t notice much of a difference at first, this transition will allow us more space for growth down the road. Once this transition takes effect, we will be back in touch with more information about the specific benefits in transitioning as a firm to RIA.
Please do not hesitate to reach out to a Caliber team member with questions or to schedule an in-person visit. As always, thank you for choosing and trusting Caliber Wealth Management. We look forward to continuing to serve you for many years to come.
Sincerely,
The Caliber Team
