If you choose to partner with Jones Financial Group, you will receive experienced, professional financial advice tailored to your values and goals.
Depending on the goals you want to pursue, you may choose to use either our Strategic Asset Management or our automated investing solution (Guided Wealth Portfolios) option. Our Strategic Asset Management option is appropriate for clients focused on creating comprehensive financial plans for long-term goals, such as retirement.
Strategic Asset Management
Beyond entry-level assets ($200K and up), we offer full-service, Strategic Asset Management, which includes values-based financial planning.
We begin our partnership with a discovery and planning phase to clearly lay out your financial values and goals. From that base, we design a customized investment portfolio.
We manage five risk-based portfolio strategies, which typically consist of a diversified mix of assets such as stocks, bonds, mutual funds, exchange-traded funds, and cash management. Your portfolio will be customized to factor in specific aspects of your objectives — time horizon, risk tolerance, performance expectations, retirement dreams, and so on. Our overarching objective is to provide a cohesive strategy — a diversified and values-based approach to help you pursue your goals.
When we are both satisfied that we have the right investment strategy, we will implement your portfolio and begin the asset management phase. We stay the course with you. We manage your account and provide ongoing advice and feedback so that you can be comfortable continuing with the strategy we have in place.
And we invite you to join our community of lifelong learners for regular knowledge-building opportunities.
Guided Wealth Portfolios¹
For entry-level investment accounts ($5K–$200K), we offer Guided Wealth Portfolios, which allow you start investing right away.
You get Jones Financial Group’s experience and expertise, but with the added convenience and transparency of a secure automated solution. Our Guided Wealth Portfolio solution provides personalized, objective investment advice through an online platform with 24/7 access to your accounts. Check it out... see if Guided Wealth Portfolios is the right investment option is for you.