Investing Strategies and Solutions

Whether you’re completely new to investing or a seasoned investor looking to assess and update your existing portfolio, we can help. It starts with a plan that considers where you are today and where you want to be tomorrow. We help take into consideration your goals and priorities, and create an investment strategy and road map to get you on track. Our Janney Financial Advisors will provide education and guidance on the various investment choices available, taking into consideration your goals as well as your preferences.†

Over the past 30 years, the S&P 500® has achieved a 10.16% average annual return, but individual equity investors only have a 3.98% average annual return.*

*Dalbar, Quantitative Analysis of Investor Behavior, 2017

A broad range of investment solutions

We offer choices in how you work with your financial advisor, including how you receive advice, manage your accounts, and pay for services. 

Your Janney Financial Advisor will help you build a portfolio designed both to help you reach your goals and that reflects how you wish to work with us along your financial journey.

Separately managed accounts

Separately managed accounts provide you with benefits such as asset allocation, investment selection, and ongoing advice for an ongoing advisory fee. You will receive access to experienced investment managers and monitoring of your overall investment strategy, which may include rebalancing of your assets. Your advisor can design an investment strategy and offer fee-based managed account solutions best aligned with your goals, preferred investment style, your need for customization, your desired level of involvement, and more.

Janney Capital Management

Janney offers a variety of portfolio management services that include professional money management, asset allocation, and other portfolio management services. We service individuals, families, instituions, retirement plan sponsors, and non-profit organizations. Learn more about Janney Capital Management.

A range of investment choices

Your Janney Financial Advisor can also provide recommendations, trade execution, and research to guide your decision making in investing from a wide variety of investment choices that can be used to build a portfolio that is diversified and aligned with the amount of risk that makes sense for you.

A compass

Equity investing

  • U.S. large, mid, and small capitalization  stocks
  • Foreign and emerging market stocks
  • Market linked and structured products
  • Convertible securities
  • Restricted stock services

A calculator

Fixed income strategies

  • Corporate bonds
  • Preferred securities
  • TIPs
  • Municipal and other government bonds
  • Bond ladders
  • Short term cash equivalents including certificates of deposits

A pie chart with three sections

Funds

  • Mutual funds
  • Exchange traded funds
  • Closed end funds and unit investment trusts

A compass and a map

Alternative investments

  • REITs
  • Private equity
  • Hedge funds



Janney Investment Resources

Our research professionals and team of financial planning experts can work with your advisor to provide you with seemless advice and guidance, create an investment plan right for you, and adjust it as your needs dictate.  Janney’s research analysts and market and economic strategists have the industry knowledge and expertise to help you understand trends and identify opportunities in changing markets.

Keep in mind that, over time, your investment allocations can significantly shift as some investments change in value faster than others. Regardless of your investment approach, your portfolio may need to be rebalanced periodically to ensure the risk you may be taking on is aligned with your plan.

†Investing may involve market risk, including possible loss of principal. Past performance is not indicative of future results. The S&P 500 is an unmanaged, capitalization-weighted index. Performance figures assume reinvestment of capital gains or dividends, but do not include any fees or expenses. It is not possible to invest directly in the S&P 500.

Talk with a Janney Financial Advisor

You don’t need to go it alone. We can help you navigate financial questions and give you greater confidence about the future.

Find a Financial Advisor 

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