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.