Some of the most sophisticated investors in the industry have selected us to help achieve their investment goals. Our customized, multi-channel approach seeks to partner and explore opportunities to solve portfolio challenges.
Clients include:
| ▸ Institutional investors | ▸ Consultants | ▸ Public funds |
| ▸ Endowments and foundations | ▸ Insurance companies | ▸ Taft-Hartley plans |
| ▸ Retail investors | ▸ Defined-benefit (DB) plans | ▸ Defined-contribution (DC) plans |
| ▸ Superannuation funds | ▸ Comingled vehicles | ▸ Collective investment trusts |
For over 40 years, we have built an established and respected platform to serve both institutional and retail asset management clients. We believe that partnering can create opportunities for growth and differentiation in the asset management space.
We offer a flexible, multi-boutique platform. Raymond James Investment Management’s scalable partnership is structured to provide an opportunity for our boutiques to grow assets via its global distribution network. Capitalize on the strength of Raymond James Investment Management’s reputation and established infrastructure.
The keystone of Raymond James Investment Management is that our boutiques retain their investing autonomy. Raymond James Investment Management’s structure allows our boutiques' investment teams to maintain their unique culture while we concentrate on the business of raising assets and conducting a range of back-office functions.
We offer our partners scale and distribution. With more than 300 affiliated professionals – including more than 100 dedicated to sales and marketing – domestically and internationally, the Raymond James Investment Management family has amassed a client base of 450 institutional accounts and 30 primary broker-dealer relationships. Raymond James Investment Management’s global reach can provide our boutiques access to myriad sales channels via our domestic and international distribution teams.
Our team of professionals will guide you in pairing our business services to fit your specific needs.
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For more information on partnering with Raymond James Investment Management, contact Matt Sperber, VP Capital Planning & Financial Analysis at Matt.Sperber@RJInvestmentManagement.com.
