Wealth Management

Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
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“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
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.