Edward Jones Advisory Solutions®
Edward Jones Advisory Solutions® is an advisory program that uses mutual funds and exchange-traded funds (ETFs) to create a diversified portfolio. It offers you a highly personalized approach that can help tailor your investment strategy to match your unique investing needs.
Your Team of Professionals
When you participate in this program, you’ll draw upon the knowledge of a team of Edward Jones professionals, which includes:
- Our Investment Policy Committee
- Our Mutual Fund Research Team
- Your financial advisor
You Choose the Approach
Advisory Solutions lets you choose:
- One of the 24 Research Models that our Mutual Fund Research Team has designed and manages; or
- A Custom Model in which you work with your Edward Jones financial advisor to choose your portfolio's investments from the Edward Jones Advisory Solutions Program List
With either approach, you receive:
- A detailed performance report each quarter
- Automatic rebalancing of investments in your portfolio to help ensure that you stay on track to meet your investment objective
- All the benefits of Advisory Solutions for one asset-based fee
Advisory Solutions lets you spend less time managing your investments and more time enjoying the important things in your life. Contact your Edward Jones financial advisor today for more information about the program and learn whether an Edward Jones Advisory Solutions® account is appropriate for you.
Edward Jones is a dually registered broker-dealer and investment adviser. Edward Jones Advisory Solutions® is a mutual fund and ETF advisory program that provides model and customized portfolios.
The investments in Advisory Solutions are offered by prospectus. You should consider the investment objective, risks, and charges and expenses carefully before investing. The prospectus contains this and other information. Your Edward Jones financial advisor can provide a prospectus, which you should read carefully before investing.
