Individuals & Families

Solutions & Products

Overview

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With open access to a wide universe of investments, your Janney Financial Advisor can construct a diversified portfolio that is right for your needs.

Managed Accounts

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.

 
Mutual Funds & Exchange Traded Funds (ETFs)

The primary benefit of both mutual funds and ETFs is diversification. By investing in a mutual fund or ETF, you are buying into a diversified portfolio of stocks or bonds to achieve a stated goal, such as growth or income.

 
Fixed Income & CDs

Fixed income investments are an important part of an asset allocation strategy that can help assist investors in achieving their personal financial objectives.

 
Equities & Research

Your Janney Financial Advisor can help take the guesswork out of building a diversified stock portfolio through access to our proprietary research on over 300 companies and a wide selection of equity solutions.

 
Annuities & Insurance

From retirement income to protecting your assets and family, annuities and insurance can play a key role in your overall financial plan.

 
Janney Advantage Cash Management Account

The Janney Advantage® account allows you to quickly and easily manage your checking, savings, Platinum Debit MasterCard® and electronic bill payments through a cash management account that is linked to your investments.