Managed Accounts
The managed money programs offered through the Raymond James Asset Management Group are founded on institutional-quality investment management principles, including forward-looking risk and return assumptions and advanced manager research techniques. These principles extend from our separately managed and unified managed account programs to our mutual fund and ETF wrap programs, providing a single integrated platform for all your managed account business.
We don’t believe there should be any bias among your clients’ money management options. That’s why, at Raymond James, you can aggregate fees from various separately managed accounts, allowing you to offer competitive pricing to your clients regardless of which money managers you prefer. We offer extensive educational training, dedicated sales support and proposals that can be customized with a wide range of helpful exhibits.
The Raymond James Asset Management Group offers a wide variety of managed account options, including:
Freedom Account*
Freedom is a discretionary, turnkey account offering six professionally designed asset allocation models, automatic fund selection and annual rebalancing. The Freedom Mutual Funds platform offers six models addressing a spectrum ranging from conservative to more aggressive strategies. Similar portfolios of Exchange Traded Funds (ETFs) are also available on the Freedom ETF platform. The Freedom Retirement Income Solution offers three models specifically designed to address longevity risk, while the Freedom UMA includes more than 50 models constructed with mutual funds and separately managed accounts (SMAs) to accommodate a wide range of client goals. All of these portfolios are carefully chosen and constructed by Raymond James’ experts.
Freedom has a minimum account size of $50,000.
Raymond James Consulting Services (RJCS)
RJCS brings an institutional focus to portfolio management for individual clients. Using rigorous due diligence to select and retain skilled managers while identifying active risk, we help you construct portfolios with a combination of managers and styles to fit the diverse needs of investors.
Raymond James Consulting Services has a $100,000 minimum for most equity disciplines; far below the managers’ normal minimums for Separately Managed Accounts. The sub-adviser firm selected makes all investment decisions regarding RJCS accounts.
Outside Manager Program
If you have an existing relationship with a money manager not currently approved by Raymond James, we can often help you continue the relationship.
The Outside Manager Program is designed to assist advisors in maintaining third-party-manager relationships in a wrap-fee format when joining Raymond James from another firm. After screening a requested money manager, Raymond James may establish an operational and custodial relationship with that manager in order to make your transition as seamless as possible for your clients.
*Investors should understand that the annual advisory fee charged in the Freedom ETF Account program is in addition to the management fees and operating expenses charged by exchange-traded funds. These additional considerations, as well as the Freedom fee schedule, are listed more fully in the Client Agreement and the firm’s Form ADV Part II. Further information on the funds selected for the Freedom Portfolios is available by prospectus. Investors should carefully consider the investment objectives, risks, charges and expenses of exchange-traded funds before investing. All investments are subject to risk. The prospectus contains this and other information about the funds and should be read carefully before investing.