Also serving the communities of De Luz, Rainbow, Camp Pendleton, Pala and Pauma

Mutual Funds Advisory Program features choices

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 construct a Custom Model from the program’s list of mutual funds and ETFs, creating a portfolio highly customized to their needs.

Edward Jones is a dually registered broker-dealer and investment adviser.

Edward Jones Advisory Solutions is a mutual fund and ETF advisory program that provides model and customized portfolios.

To review the Edward Jones Advisory Solutions Disclosure Document, or for additional information, contact Kent Borsch at (760) 941 2866.

 

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