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Mutual Funds Advisory Program features choices


Last updated 3/12/2009 at Noon

BONSALL — The Edward Jones Advisory Solutions is a new annual fee-based program that allows investors with more than $100,000 to invest to select from 24 fully discretionary Research Models constructed by Edward Jones’ Investment Policy Advisory Committee and Mutual Fund Research Team Custom model.

Each of the models has a specific objective and investment strategy and may include a combination of mutual funds and exchange traded funds (ETFs).

Alternatively, following guidelines from the firm’s Investment Policy Advisory Committee, investors can work with their financial advisor to...

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