A complete list of active advisors currently associated with RAJS Funds

Warmer can help you find a great advisor at RAJS Funds or one who fits your needs even better.

RAJS Funds is a registered investment adviser that offers portfolio management for pooled vehicles and institutional clients and provides financial planning and asset-management services for other accounts. Services include both discretionary and non-discretionary portfolio management as well as project-based, fixed, or hourly financial planning engagements. The firm emphasizes diversified, asset-allocation strategies implemented through mutual funds, ETFs and other securities, with approaches that can include dollar-cost averaging, technical analysis and both long- and short-term purchases tailored to client objectives. While RAJS uses asset-based compensation common in its peer group, it also offers hourly and fixed-fee planning arrangements and accepts performance-based compensation for certain pooled vehicles. RAJS’s business model is notable for the principal’s FINRA registrations and the firm’s affiliation with a broker-dealer, meaning associated persons may receive commission and insurance compensation in addition to advisory fees—a disclosure the brochure identifies as a potential conflict of interest. The firm also reported no client assets under management as of December 31, 2019, and discloses additional revenue relationships with service providers and conference sponsors that prospective clients may want to consider when evaluating implementation and conflicts.

To learn more about the advisors currently working at RAJS Funds, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.