The recent market events have shaken the confidence of many investors. Janney remains committed to our long-term philosophy of investing and in the long-term success of the financial markets.  This translates to helping ensure the long-term success our clients. 

During these volatile times, a relationship with a professional advisor is critical to maintaining perspective and making decisions that are right for your personal needs. If you are an existing Janney client, thank you for choosing us.  Your Financial Consultant is always available to help you understand where you may need to make changes to your financial plan to stay on track with your goals.

If you are not a Janney client, we are pleased to provide you the information below as a resource. To speak with one of our experienced professionals click here for our branch office locations.  We can help you understand current market conditions with information and insights backed by the industries best and brightest professionals. 

Our Financial Consultants can help you:

• Understand your changing financial needs in this volatile market
• Reevaluate your personal tolerance for risk
• Adjust your asset allocation if necessary
• Offer you diversified - unbiased investment advice

Communications to Our Clients

A Message to Our Clients
Various events have impacted the financial markets, investors, and certain firms in our industry.  It is important to us that our clients know that we have experienced minimal, if any, negative impact from these activities. We remain confident in our operational stability as a firm and, in turn, in our ability to continue to work with our clients toward the future Click here to read a letter from Tim Scheve, President and Chief Executive Officer of Janney Montgomery Scott LLC.

Janney Update Newsletter
Our role as your trusted advisor often involves assisting you through times of change. But whatever the situation, we understand through experience that change, while sometimes difficult or challenging, allows you to reassess your path, capitalize on opportunities and, as is often the case, become even more prepared for the future. Click here.

Economic Commentary
Each month Janney's Investment Strategy Group publishes Investment Perspectives. This regular publication will provide you insights into the state of the economy and also our market outlook. Click here.

Resources

Money Market Q&A
This Q&A offers important details on recent developments involving money markets. Learn about the U.S. Treasury Guarantee Program, and how money markets offered in the Janney Sweep Program are participating. Click here.

Janney’s SIPC Protection
As a valued client of Janney, the assets in your account are protected in several ways. First and foremost, you have protection from Janney’s strict compliance with the Securities and Exchange Commission (“SEC”) customer protection rules. You also have account protection resulting from Janney’s membership in the Securities Investor Protection Corporation (“SIPC”). Click here.

Penn Mutual Life Insurance Company
The Penn Mutual Life Insurance Company (PML), our parent company, holds financial strength ratings of A+ (superior) from AM Best and an Aa3 (excellent) from Moody’s. Penn Mutual is one of the 15 largest mutual insurance companies in the nation with over $13 billion in assets. Click here.

Investor Education from Our Partners

Janney Montgomery Scott is a partner of the Securities Industry and Financial Markets Association (SIFMA) which offers an online educational resource, called "The Path to Investing". The topics below can help you understand more about both up and down market cycles and how asset allocation and rebalancing your portfolio can play a critical role in weathering these difficult markets.

Understanding Market Cycles
In today’s difficult market conditions, it is important to understand the economic forces that drive the ups and downs of the securities markets. Click here.

Asset allocation
Investing in different types of assets — such as stocks, bonds, and cash — can help you maximize gains while minimizing risks. Click here.

Rebalancing Your Portfolio
As the value of your investments increases or decreases, or your life changes, you may want to modify your initial asset allocation. In fact, there are several situations when that’s likely to be the case.  Click here.