Individuals & Families

Solutions & Products

Managed Accounts

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For investors seeking a customized investment solution that offers ongoing professional money management from a team of investment professionals, a managed account may be the right choice.

Managed accounts combine the advice and top-notch service of our Financial Advisors, the expertise of professional money managers and ongoing account monitoring from Janney’s Investment Strategy and Wealth Management professionals.

Using managed accounts as the foundation of your personalized investment strategy your Janney Financial Advisor will provide: 

  • Access to experienced investment managers
  • Predictable management fees
  • Rebalancing of your assets and monitoring of your overall investment strategy
  • Regularly scheduled meetings to discuss your progress 

Comprehensive Investment Process
In addition to the services provided by your Financial Advisor, you can feel confident knowing that Janney’s investment process includes thorough sector, industry, and product research and analysis. Learn more about our investment process:

Manager Selection and Review

Model Asset Allocation Construction and Review

Managed Account Solutions
We offer a full range of managed account solutions based on your investment goals, preferred investment style and your need for customization. Your Financial Advisor can help you choose from a wide selection of fee-based options including professional management from the industry’s best investment managers.

Managed accounts provide a great deal of flexibility to accommodate your goals and investment style. Your Financial Advisor will work with you to choose from:

Individual Securities
- professional money managers construct a portfolio of individual securities targeted to a specific area of the market and investment style aligned with your long-term financial objectives.

Exchange Traded Funds (ETFs) - a portfolio of low-cost, tax-efficient ETFs managed to achieve a high degree of diversification.

Mutual Funds - a diversified portfolio of mutual funds selected based on manager quality and long-term performance, managed to your specific needs and objectives.

Unified Managed Accounts (UMA) - provide access to multiple investments including stocks, bonds, exchange traded funds (ETFs), mutual funds and other investment vehicles within one account.

Choose Your Level of Involvement
You will always have control over your assets but, if you desire a greater level of control, we offer nondiscretionary managed accounts. This allows for even more collaboration with your Financial Advisor while implementing a professionally managed investment strategy for you.

Contact your Janney Financial Advisor to get started.

Janney Capital Management LLC, a division of Janney Montgomery Scott LLC, offers professional asset management to high net worth and institutional investors. Learn more


Janney investment professionals are available to discuss the suitability and risks involved with various financial products and strategies. We will be happy to provide a prospectus, when available, and other information upon request.