Janney Strength & Stability

 

You need to feel confident that the wealth management firm you choose will be there over the long run to support your financial goals. You want a firm you can turn to in every market condition, through the various stages of your life—and quite possibly for generations to come.

Janney delivers by putting clients at the center of everything we do. Our almost 200-year history of helping clients design a plan with their financial goals in mind shows an enduring stability and consistent approach. It’s a legacy you won’t find at most other wealth management firms.

Our pillars of stability support your relationship with us

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Penn Mutual provides stability

  • Janney has operated for more than 40 years as a wholly-owned, independently operated subsidiary of The Penn Mutual Life Insurance Company, a Fortune 1000 company.

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    Privately owned — we focus on you

    • Our focus is on building long-term relationships with clients, not on managing quarterly earnings expectations, reacting to public pressures.
    • We offer no proprietary investment products.
    • We provide the personal attention of a boutique firm with the services and resources of a large organization.

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    Consistent financial results

    • Janney has reported steady and stable earnings with a record of quarterly profitability that goes back over 140 quarters. 
    • Janney is underpinned by a solid balance sheet and capital base that goes well beyond regulatory requirements.
    • We do not maintain any public debt, allowing the firm to operate completely unleveraged.

     

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    Innovation enhances your experience

    • Janney’s capital strength allows for investment in capabilities and services to enhance the client and financial advisor experience.
    • Our resources are largely deployed to support our core wealth management business.

    Our relationship with Penn Mutual

    Janney and our parent company, The Penn Mutual Life Insurance Company, share a partnership over 40 years strong. This partnership is anchored in the belief that client needs are first and foremost.

    Maintaining financial strength to support your needs

    Penn Mutual's success depends on strong, lasting relationships through personal care and attention, and building our strong capital base and balance sheet through a low-risk management style and conservative business model.

    Penn Mutual’s ongoing financial strength and support are important contributors to Janney’s solid foundation and financial stability.

    “Janney’s strong financial performance is a testament to their unwavering commitment to excellence. They continue to serve as a source of pride for our organization, demonstrating resiliency and agility to navigate a competitive business landscape.” 

    David O’Malley, Chairman, President and Chief Executive Officer, The Penn Mutual Life Insurance Company


    Penn Mutual At A Glance

    • Headquartered in Horsham, PA.
    • America’s second oldest mutual life insurance company, founded in 1847.
    • Has risen over 300 spots in the Fortune 1000 rankings since 2015.
    • 2024 dividend award for participating policyholders will reach an estimated $200 million, the highest level in its history.

    Penn Mutual Ratings

    • A.M. Best, A+ (Superior) — Affirmed March 2024
    • Fitch Ratings, AA- (Very Strong) - Affirmed November 2023
    • Kroll Bond Rating Agency, AA (Very Strong) — Affirmed November 2023
    • Moody’s Investors Service, Aa3 (High Quality) — Affirmed May 2023
    • Standard & Poor’s, A+ (Strong) — Affirmed December 2022

    For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

    To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

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