Addison Avenue Investment Services, the investment services program of First Tech Federal Credit Union of Palo Alto, Calif., has partnered with Raymond James to offer investment and wealth management services to its clients. Addison Avenue Investment Services, initially launched in 1998 to serve the investment needs of Hewlett-Packard employees, has grown into the largest credit union investment program in the country, with 30 financial advisors operating in 38 branches in eight states and managing $2.2 billion in assets.
Raymond James Financial is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies.
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