Investing Strategies and Solutions

Whether you’re completely new to investing or a seasoned investor looking to 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. Our Janney Financial Advisors take into consideration your goals, priorities, and circumstances, and provide recommendations for an investment strategy and implementation road map to get you on track.

While 52% of American families have some level of investment in the market, only 14% are directly invested in individual stocks.*

*Pew Research Center; More than half of U.S. households have some investment in the stock market, March 25, 2020; https://www.pewresearch.org/fact-tank/2020/03/25/more-than-half-of-u-s-households-have-some-investment-in-the-stock-market/

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 can help you build a portfolio aligned with your best interest, designed to help you reach your goals and that reflects how you wish to work with us along your financial journey.

Advisory Accounts

Advisory accounts can provide you with advantages such as asset allocation, investment selection, and ongoing advice for an advisory fee based on the value of your assets. You have access to experienced investment managers and monitoring of your overall investment strategy, which may include rebalancing of your assets. Your Financial Advisor may 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 Capital Management offers a variety of portfolio management services that include professional money management, asset allocation, and other portfolio management services. We service individuals, families, institutions, retirement plan sponsors, and non-profit organizations. Learn more about Janney Capital Management.

A range of investment choices

Your Janney Financial Advisor may also provide recommendations 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

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Funds and UITs

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

A compass and a map

Alternative Investments

  • REITs
  • Private equity
  • Hedge funds

Environmental, Social, and Governance Investing

  • Investments that consider environmental factors such as pollution and waste management
  • Investments that consider social factors such as public health and human rights
  • Investments that consider governance factors such as board diversity and executive compensation



Janney Investment Resources

Our research professionals and team of financial planning professionals can work with your Financial Advisor to provide you with advice and guidance, create an investment plan that fits your circumstances and goals, and adjust it as your needs dictate. Janney’s research analysts and market and economic strategists have the industry knowledge and experience 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 as your needs and circumstances change over time and 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. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences. Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.

Find a Financial Advisor 

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/