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Complex client needs? Bring it on.

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With our wealth of specialty offerings, you can be confident in your ability to deliver customized solutions to meet the complex needs of any investor.

Resources likes our Client Consultation Group (CCG) specialize in high-net-worth clients with complex needs. This team of wealth strategists at our headquarters can serve as a sounding board for your ideas and help build on current strategies already in place. But the client relationships and assets never leave your branch. CCG can provide guidance and insight from other professionals, such as CPAs and lawyers, who are part of the client team.

Some common topics CCG can help with include:

• Income and cash-flow needs
• Business succession
• Executive compensation
• Estate and legacy considerations
• Protection

Edward Jones Guided Portfolios®

Edward Jones Guided Portfolios® is a non-discretionary, fee-based program that starts with a well-thought-out strategy, structured investment guidelines, and a defined and regular review process to keep clients on track with their long-term financial goals. Financial advisors will help clients prioritize their financial goals, build both a portfolio and investment strategy that are tailored to these goals, and conduct regular reviews to ensure clients stay on track as they experience changes in their lives.

Edward Jones Portfolio Program®

For investors who seek to take a step back from their day-to-day investment decision-making, the Edward Jones Portfolio Program® can help clients meet their long-term portfolio objectives. This is a comprehensive managed investment program that combines a personal investment strategy and professional portfolio management driven by a global asset manager, SEI, so that client portfolio objectives may be attained. Critical investment decisions such as strategic asset allocation, portfolio construction, on-going portfolio monitoring and re-balancing are assigned to investment professionals, so clients have the time to focus on the things that are important to them.
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