“We do not have a proprietary focus. We maintain an open architecture for product and Solution access—no product haircuts, and no competition between different areas of the firm.” - Kevin J. Reed, Executive Vice President/ Head of Wealth Management
Advisory Consulting Group
- Centralized resource for financial advisors regarding all fee-based, mutual fund, and ETP inquiries
- Responsible for client-facing proposals and guidance, including preparation of product solution screens, hypotheticals, portfolio reviews, and asset allocation models
- Provides advisors with fee-based platform education
- Assists advisors in transitioning to advisory business
Product Research and Due Diligence
- Provides whitepapers, fact sheets, monthly and quarterly product commentary
- Provides manager, fund, and ETF research
- Group members act as subject matter experts in areas of traditional and alternative investment strategies
- Educates advisors about the various managers, their strategies, and how to best implement them
Investment Strategy Group
- An experienced research team headed by nationally recognized Investment Strategist, Mark Luschini
- Daily, monthly, and quarterly market updates, commentary, and client-approved whitepapers
Separate & Unified Account Manager Platform
- More than 100 managers available in 170 separate mandates
- Access to exclusive boutique money managers who may not be available at larger wirehouses
- Ability to combine multiple managers in a single account
Investment Company Solutions
- Over 250 different fund families available
- Access to the top 529 plan providers nationwide
- All major UIT providers offered on the platform
- Regular ETF spotlights and best trading practices
- Weekly closed-end market review
Insured Solutions
- Solutions include: Annuities, Life, Long-Term Care, and Disability Insurance
- The Insured Solutions Team provides product support, subject matter expertise, and coordinates “point of sale” specialists to help you present, close, and underwrite business
- Annuity applications are able to be processed electronically & efficiently utilizing the AnnuityNet platform
- Janney Annuity X-Ray (JAX) provides FAs with a comprehensive view of their annuity book of business
- Annuity and insurance platform highlights include the following: Open architecture with access to more than 25 different life insurance and annuity carriers
- No haircuts on any insurance, annuity commissions, or trails
Janney Capital Management
- Oversees approximately $3.4 billion in discretionary, separately managed account assets
- Provides customized solutions through the use of one or more of our separately managed investment options: All Cap Core, Equity Income, Active Index Strategy, Intermediate Government/Credit, Tax-Exempt Municipal, Active Index Strategy Fixed Income, Active Index Strategy Municipal, Dynamic Asset Strategy, Dynamic Income Strategy, Global Small Cap, Taxable and Tax-Exempt Laddered Income Strategies, ETF Advantage, Keystone
- GIPS-conforming track record dating back to 1999
- “Top 10 Manager of the Decade” and “Top Guns Manager” rating by PSN database
Janney Advantage® Cash Management Services
- Insured Sweep Program offering $2,500,000 in FDIC insurance for both individual and corporate accounts
- Taxable and tax-free money market funds
- Check writing
- Platinum VISA® debit card with rewards points, Apple Pay, and Visa Account Updater
- Worldwide ATM withdrawals, transaction fees credited back to your account (foreign ATMs excluded)
- Online bill payment to any creditor with a U.S. address
Trust Services
- Services for trusts requiring corporate trustees in excess of $250,000, which may include many different types of assets and real estate
- Trusts are maintained and managed at Janney through its discretionary Investment Advisory platform
- Partnership with outside trust companies ensures that Janney handles the investment management, while the partner trust company manages administrative oversight; this allows all parties to best use their expertise to the benefit of the grantors and beneficiaries of the trust
Financial and Estate Planning
- Staffed with highly skilled, well-qualified professionals including JDs, CPA® and CFP® professionals, and support teams; group members act as subject matter experts in support of financial advisors
- Provides comprehensive, goals-based advice and financial plans that are integrated with Janney’s full product and service platform
- Attends client and prospect face-to-face meetings with advisors, their clients, and other professional experts
- Areas of department specialties include:
- Net Worth Analysis, Retirement Analysis, Cash Flow Analysis, Income Optimization, Social Security Optimization, Education Savings Evaluation, Estate and Wealth Transfer Options, Business Ownership Issues
Janney Retirement Plan Services
- Provides access to the major 401(k) product providers in the marketplace
- Provides sales and service support including plan design analysis, provider searches, technical support, client meetings, and access to marketing resources
- Offers fee-based consulting arrangements with a full menu of services
Securities-Based Lending
- Provides Janney clients with a credit line that may be used for most purposes other than to purchase, trade, or carry securities. These services are offered through a third-party lender and margin is available in-house. Both allow clients to pledge eligible securities held at Janney as collateral for a loan
