RJA Asset Management offers customized and systematic investment strategies primarily using index options, equity options, and U.S. Treasuries. RJA's services are tailored to meet specific client needs, considering risk preferences, capital constraints, and other relevant factors. Strategies include overlays, return replication, premium glidepaths, and advanced capital access. RJA primarily serves private funds, endowments, outsourced CIOs, defined benefit pension plans, and investment advisors.
Assets Under Management$590M
Clients6
AdvisorsN/A
Avg. per Client$98M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may include a performance-based component. The client agreement may specify a minimum fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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