In the interest of the health and well-being of the communities we serve, our branch offices are not meeting in person with new and existing clients at this time. We will continue to serve you through several virtual options. Learn more.
The Edward Jones Portfolio Program® is an investment program that offers simple and consistent value, freedom from day-to-day investment decisions and a simple, predictable fee.
Edward Jones Portfolio Program offers valuable benefits and options designed to help you achieve your specific goals, including the following:
If you feel the Portfolio Program is right for you, contact your Edward Jones advisor to learn more.
The Edward Jones Portfolio Program is a comprehensive managed investment program that combines personal investment strategy driven by the advisor and professional portfolio management driven by a global asset manager SEI.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service, such as the Edward Jones Portfolio Program™ (the “Program”). SEI Investments Canada Company (“SEI”) is the Manager of the Program. Before investing, please read the prospectus of the mutual fund in which an investment may be made under the Program. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. For more information about SEI and the SEI family of mutual funds, visit www.seic.com. The underlying funds and their weightings in each portfolio are subject to change from time to time at the Manager’s discretion. The portfolio managers or the allocations of assets to a particular portfolio manager are subject to change from time to time at the Manager’s discretion.