Edward Jones ranked No. 1
Financial services firm Edward Jones was named the Advisory Solutions Firm of the Year by the Money Management Institute as the firm that most exemplified overall excellence and contributed to the long-term success and sustainability of the wealth management industry, according to Edward Jones’ Beaufort County advisers Kelly O. Crisp, Roy Parker, Rod Cantrell and Trey Howdy.
The award was presented at the Institute’s annual Gateway to Leadership Awards Dinner held recently in Chicago. The Money Management Institute is the national association for the managed-investment solutions and the wealth-management industry. This award recognizes the features and benefits of both of the firm’s advisory platforms.
Edward Jones Advisory Solutions is an asset allocation and advisory program that allows investors to select from research or custom models with an initial minimum investment of $50,000. The models use a combination of mutual funds, exchange traded funds and separately managed accounts in the construction of the portfolio and allow clients to delegate asset allocation, investment selection and portfolio rebalancing to Edward Jones.
“We are honored to receive this industry award for creating a program that gives our clients another option in structuring an investment strategy that will help them achieve their long-term investment objectives,” said Crisp.