Investor Presentaiton
Asset Management Segment
ASSET MANAGEMENT SERVICES (AMS)
Offers discretionary and non-
discretionary fee-based programs—both
managed and non-managed-exclusively
to PCG advisors and clients
$140.1 billion of financial assets under
management
$372.0 billion of assets in non-
discretionary asset-based programs
CARILLON TOWER ADVISERS (CTA)
Offers a variety of equity and fixed income
objectives managed by highly experienced
portfolio managed teams
Provides separately managed accounts and
mutual funds to institutional and retail
clients
$64.0 billion of financial assets under
management
$7.8 billion of assets in non-discretionary
asset-based programs
RAYMOND JAMES TRUST
Provides a broad range of personal trust
services exclusively to PCG advisors and
clients
$8.4 billion of client assets
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Note: As of March 31, 2022.
RAYMOND JAMESView entire presentation