The Raintree Financial Solutions experience is unmatched by its competitors. Dealing Representative access to proprietary back office systems and the company’s culture of compliance contribute to helping you achieve your investment goals.
We look for Dealing Representatives that are experienced in client services and know what it means to go the extra mile. We require compliance with all guidelines at all times and expect product suggestions to be timely, accurate, and in line with clients' portfolio requirements and goals.
The Executive team of Raintree Financial Solutions prides itself on transparency and leads its Dealing Representatives in helping investors build their wealth responsibly through investment in the Exempt Market.
Raintree Financial Solutions believes in discipline and best practice, resulting in the best possibilities for our clients and an understanding that sacrificing larger, short-term profits can be necessary for providing safe and secure investment opportunities.
Above all, we believe our relationship with you, our clients, should be a beneficial one. We strive to create win-win situations in all areas of our business.
If you ever have a concern about your relationship with your Dealing Representative or other company affiliate, we want to hear about it.