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Advisory Solutions: Investing with Discipline
Staying true to your long-term investing strategy can sometimes be difficult – especially in the midst of challenging markets. Emotions can become an obstacle to reaching your long-term goals.
Edward Jones Advisory Solutions® was designed to help individuals invest with discipline, not emotion. With Advisory Solutions, you work closely with your financial advisor to implement and refine your long-term financial strategy, and leave the daily investment decisions to a team of financial professionals dedicated to the program.
These professionals employ a disciplined process to build portfolios designed to achieve specific objectives – and follow that up with continual review. Dynamic threshold rebalancing helps ensure your portfolio stays in balance to continue working toward your goals.
For more information, set up a face-to-face meeting with an Edward Jones financial advisor in your community.
Edward Jones is dually registered as a broker-dealer and investment adviser. Edward Jones Advisory Solutions is an asset allocation program that provides research models and customized portfolios. Depending on a client's minimum investment, the client can select Fund Models, which invest in mutual funds and exchange-traded funds (ETFs), or UMA Models, which also include separately managed allocations (SMAs). Please review the applicable Edward Jones Advisory Solutions Brochure for more information.
Many of the investments in Advisory Solutions, including money market funds, 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.
An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.
Diversification does not guarantee a profit or protect against loss. Edward Jones, its employees and financial advisors cannot provide tax or legal advice. Please consult your attorney or qualified tax advisor regarding your situation.
Asset allocation and rebalancing do not guarantee investment returns and do not eliminate the risk of loss.