Investment Advisory – This team is responsible for our two advisory programs:
Edward Jones Guided Portfolios® is a non-discretionary fee-based program where financial advisors work with clients to build a portfolio that is in line with our Investment Policy Committee (IPC) guidance. Guided Portfolios is appropriate for clients who want to retain the final decision making over the investments in their portfolio. Clients will pay an ongoing fee based on the value of assets in the program, and regular reviews will be conducted with clients to help them stay on track with their long-term financial goals.
Edward Jones Portfolio Program® is a comprehensive managed investment program that combines a personal investment strategy and professional portfolio management. Portfolio Program is appropriate for clients who wish to pass the day-to-day investment decisions to top institutional money managers. Clients will pay an ongoing fee based on the value of assets in the program, and regular reviews will be conducted with clients to help them stay on track with their long-term financial goals.
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.
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 lawyers.
Learn more about our investment philosophy and the other products and services we offer for clients.
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