Mutual Funds
In addition to a broad range of fee-based alternatives, Raymond James offers one of the industry’s largest selections of mutual-fund families available from a single source. Covering more than 6,500 open-end mutual funds, our research analysts take great care 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
With Raymond James, you will have the advantage of buying and selling from a generous list of approximately 200 mutual fund families, while most companies only offer 20 and 30 families of funds. Plus, you’ll also have ample marketing and sales materials, including fact sheets from fund companies featuring timely market information.
Intuitive Mutual Fund Networking and Operations
Because we connect electronically with more than 200 of the largest families of funds, you can 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.
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.
