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Parnters Advisory Account

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Learn about Janney\'s integrated Fee Based Solution.

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Parnters Advisory Account

  1. 1. Partners Advisory Account <br />
  2. 2. Janney Partners Advisory Account<br />With the Janney Partners Advisory Account, you can invest your portfolio in a wide range of investments to help meet your financial goals.<br />You can benefit from the experienced investment insights of your Financial Advisor and our firm, while retaining final control over investment decisions.<br />
  3. 3. Janney Partners Advisory Account: Highlights<br /><ul><li>Ongoing, professional investment advice from your Financial Advisor
  4. 4. Access to a wide range of securities and investment solutions
  5. 5. Asset allocation design and implementation
  6. 6. Portfolio construction and monitoring
  7. 7. Quarterly performance reports and monthly statements
  8. 8. Secure, online access to account information
  9. 9. Annual fee based on assets in your account</li></li></ul><li>Partners Account: Portfolio Construction<br /><ul><li>Your Financial Advisor will help you select an asset allocation — then discuss possible investment choices and construct your portfolio.
  10. 10. Your assets can be invested in stocks, fixed income securities, exchange-traded funds and notes, mutual funds, options and cash, as appropriate.
  11. 11. You will have final approval for any investments made in your portfolio. </li></li></ul><li>Monitoring Your Portfolio <br /><ul><li>Our portfolio management process does not end with investment analysis and selection. In a constantly changing global market, regularly reviewing and evaluating a portfolio is a critical step in the process of achieving long-term investment objectives.
  12. 12. Your Financial Advisor will help to monitor your portfolio and adjust your portfolio when needed or as market conditions change.</li></li></ul><li>Partners Account: Simplified Pricing Approach <br /><ul><li> With the Janney Partners Advisory Account, you can rest assured that decisions are made with the sole purpose of meeting your goals.
  13. 13. Rather than charging a commission for every transaction, or sales charges for mutual funds, the Janney Partners Advisory Account provides investment services for one annual fee, based upon the value of assets in your account.
  14. 14. You can benefit from a simplified pricing approach as well as comprehensive investment services and strategic advice.</li></li></ul><li>Disclosures<br />Investing may involve market risk, including possible loss of principal. Past performance is not indicative of future results. For a detailed description of the program’s services and fees, refer to the Janney Form ADV Part II disclosure document, available at no charge upon request.<br />

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