Raymond James Investment Management (RJIM) offers investment advisory services, primarily through affiliated investment advisors and portfolio managers. RJIM provides access to the Tactical Advantage Portfolios (TAP), which are invested in ETFs and adjusted based on market conditions. RJIM also offers the Carillon PRISM Quality Factor and PRISM High Active Alpha investment strategies. RJIM provides services to hedge funds, mutual funds, and separately managed accounts.
Fee Structure
Raymond James Investment Management (RJIM) manages investments through various strategies. Fees for the Carillon PRISM Quality Factor strategy range from 0.25% to 0.50% of the portfolio's value per year, calculated quarterly. RJIM also manages hedge funds and mutual funds, with fees detailed in their respective offering documents and prospectuses. RJIM employees may invest in the Carillon PRISM Quality Factor investment strategy at a discounted fee or without charge.