Edward Jones is now offering computerized services to its clients.
"Despite the proven success of diversified investment strategies, many investors own only one or two types of securities," Ahwatukee Foothills Edward Jones Financial Advisor Joseph B. Ortiz, CRPS, said. "Portfolio Analysis helps ensure that investors are adequately diversified, and it enables them to see, at a glance, whether their current investments are on track to meet their long-term goals. However, keep in mind that diversification does not assure a profit and does not protect against loss in declining markets."
The program also provides a month-by-month summary of the income that investors can expect to receive from their investments, as well as simple graphs comparing their current investment strategy to the firm's recommended allocations.
Edward Jones, headquartered in St. Louis, provides financial services for individual investors in the United States and, through its affiliate, in Canada.