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Partners Program

The Raymond James Partners Program gives access to some of the best investment minds in the business. Institutional-quality managers who individually manage your investment accounts.


How it Works

  • We help you decide on which portfolio and how much to allocate to each manager.
  • Complete Transparency!  You can see your portfolio online and any activity is updated daily.
  • You own the underlying investments individually (not a mutual fund)
  • Daily liquidity.  Your portfolio can be sold at any time and there is no lock-in period.
  • Dividends and interest are paid directly into your account.
  • Investing made easy, all buy and sell decisions made by top-rated managers.
  • Unlimited trading at no extra cost.
  • Minimum $100,000 per account for initial investment.



  • One all-inclusive fee which can be expensed for tax purposes in non-registered accounts.
  • Transparent, you can see the fee charged to your account monthly.
  • A summary of all fees paid is mailed to you directly for non-registered accounts.
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