Investment Advisory – This team is responsible for our two advisory programs:
Advisory Solutions® – mutual fund and exchange-traded fund advisory program with Unified Managed Account (UMA) model options. This offers clients a customized, comprehensive approach to investment management, including asset allocation, professional investment selection, dynamic threshold rebalancing, detailed performance reporting and tax-efficient management in our UMA models.
Guided Solutions® is a client-directed advisory program where financial advisors work with clients to build a portfolio that is aligned within the Investment Policy Committee (IPC) guidance. Guided Solutions is appropriate for clients who want to retain the final decision making over the investments in their portfolio. Clients can choose from two options: Fund Account or Flex Account. For both options, clients will pay an ongoing fee based on the value of assets in the program.
Research – Our Equity Research team provides stock recommendations, market information and identifies quality investment opportunities. The team typically follows about 300 companies and provides advice and guidance with thorough reports and interactive tools to help financial advisors build diversified portfolios with stocks.
Edward Jones Wealth & Trust Management Services – Edward Jones financial advisors are the primary point of contact for clients using Edward Jones Trust Company®* services. This continuity of service, along with the support of a dedicated home-office team, represents a major competitive advantage over other firms. The Trust Company adheres to the same focus of serving the needs of long-term investors and is equipped to handle some of our clients’ most complex or unique wealth management needs.
Client Consultation Group (CCG) – Our Client Consultation Group (CCG) is a team of professionals within the home office that specializes in the needs of high-net-worth clients. CCG can serve as a sounding board for your ideas and help build on current strategies already in place; however, the client relationships and assets never leave your branch. CCG can provide guidance and insight from other professionals, such as CPAs and attorneys.
Learn more about our investment philosophy and the other products and services we offer for clients.
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