Edward Jones Advisory Solutions®
Leave the day-to-day investing decisions to a team dedicated to achieving what's important to you.
Having a long-term plan doesn't mean you have to be involved in day-to-day investing decisions. Advisory Solutions lets you delegate these decisions to a team of Edward Jones research analysts.
With Advisory Solutions Fund Models, you can choose from more than 90 research models containing a variety of mutual funds and exchange-traded funds (ETFs).
In addition to a mix of mutual funds and ETFs, Advisory Solutions Unified Managed Account (UMA) Models provide the benefit of owning separately managed allocations (SMAs), which are professionally managed individual stocks and bonds, for tax efficiencies.
The guidance developed by Edward Jones' investing professionals serves as the foundation for both Advisory Solutions options.
Edward Jones Advisory Solutions® Fund Models
Edward Jones Advisory Solutions® Fund Models is a service that lets you select a portfolio objective, then delegate the day-to-day investment decisions to a team of research analysts.
Edward Jones Advisory Solutions® UMA Models
If you like to leave day-to-day investing decisions to the professionals, and want to potentially benefit from tax efficiencies, Advisory Solutions Unified Managed Account (UMA) Models can manage your portfolio for you.
Edward Jones is a dually registered broker-dealer and investment adviser. Edward Jones Advisory Solutions® is a wrap fee program that provides investment advisory services. Please review the applicable Edward Jones Advisory Solutions Brochure for more information.
Many of 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.
All investment strategies and investments involve risk, and the value of your account will fluctuate. As a result, your account may be worth more or less than the amount of money you invested.