Mutual funds
In addition to a broad range of fee-based alternatives, Raymond James offers one of the largest selections of mutual fund families available from a single source. With more than 6,500 open-end mutual funds, our research analysts make extra efforts to evaluate individual mutual funds for our advisors and their specific client needs. This includes responding to due diligence questions, providing general sales and marketing support, as well as coordinating field trips to marketing companies.
Mutual fund marketing
Advisors with Raymond James have the advantage of buying and selling from a generous list of approximately 200 mutual fund families, while most companies may only have between 20 and 30 families of funds. Plus, you’ll also have ample marketing and sales materials, as well as fact sheets from fund companies featuring timely market information.
Intuitive mutual fund networking and operations
We connect electronically with more than 200 of the largest families of funds, enabling you to provide your clients with consolidated monthly statements and tax reporting. Our easy-to-use order-entry system allows you to place trades for both load and no-load funds, as well as set up periodic investments and withdrawals.
For a list of the mutual fund companies we partner with, click here.
Your clients should carefully consider the investment objectives, risks, charges and expenses of a mutual fund before investing. The prospectus contains this and other information about mutual funds. The prospectus can be obtained through our home office and should be read carefully before investing.