DIRECT ADVICE
Retirement investment offerings designed for your personal risk tolerance.
What is Janus Henderson Direct Advice?
Our advice program is designed to give you confidence in your retirement journey through free investment guidance from our team of licensed Investment Consultants. We can provide retirement investment options matched to your risk preferences and investment goals. Depending on your needs, risk tolerance, and other factors, you can enroll in one of two programs that make up Janus Henderson Direct Advice.
Programs tailored to your needs
Direct Advice Portfolios
Direct Advice Investments
Investment Programs
Direct Advice Portfolios
You invest in one of six portfolios which most closely aligns with your risk tolerance, time horizon, and investment goals by targeting different allocations of equities and fixed income.
Direct Advice Investments
You are offered a point-in-time recommendation of one of three Global Allocation Strategies.
Allocations
Direct Advice Portfolios
The six portfolios each have set asset allocations ranging from 100% fixed income funds to 100% equity funds, for varying investor risk tolerance and suitability.
Direct Advice Investments
The three strategies seek to offer broad global diversification in a single portfolio by utilizing the full spectrum of Janus Henderson investment expertise and solutions.
Rebalancing
Direct Advice Portfolios
Portfolios are rebalanced quarterly to stay consistent with their allocation targets.
Direct Advice Investments
They actively allocate across a range of actively managed Janus Henderson-sponsored equity, fixed income, and alternative asset strategies seeking to maintain an intended level of risk and return.
Cost
Direct Advice Portfolios
There are no additional costs for advice beyond the underlying fund expenses.
Direct Advice Investments
There are no additional costs for advice beyond the underlying fund expenses.
A message from our CEO
Ali Dibadj, Chief Executive Officer, explains how clients come first, always.
Speak to one of our investment consultants today
We are ready to answer questions on how our service could help your retirement journey
Call today 800-525-3713, option 3. Lines are open Monday - Friday from 9:00 a.m. – 6:00 p.m. ET.