Direct Advice
Building investor confidence through retirement investment solutions
Just ask. Speak to one of our investment
consultants today.
Programs tailored to your investment needs
Our advice program is designed to give you confidence in your retirement journey through free investment guidance from our team of licensed investment consultants. The team can provide retirement investment options matched to your strategies 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.
| Active advice | Snapshot advice | |
|---|---|---|
Investment solution
|
Investors are placed into one of six portfolios designed to match their risk, time horizon, and investment goals by targeting different allocations of equities and fixed income. |
Investors are offered a point-in-time recommendation into one of three global allocation strategies. |
Allocations
|
Each portfolio has target allocations that range from 100% fixed income to 100% equities, depending on the investor’s risk tolerance. |
The three strategies offer broad global diversification in a single investment by utilizing the full spectrum of Janus Henderson investment expertise and solutions. |
Rebalancing
|
Portfolios are rebalanced quarterly to stay consistent with their investment strategy. |
The strategies are not rebalanced quarterly, but rather designed to match a specific level of risk and return potential on an ongoing basis. |
Cost
|
There are no additional costs for advice beyond the underlying fund expenses. |
There are no additional costs for advice beyond the underlying fund expenses. |
Meet our experts
Our team of licensed investment consultants are ready to help and answer any questions you may have, just ask.
Dedicated direct advice expertise
Senior Investment Solutions Consultant and Advice Team Lead, North America Direct
Investor Solutions Consultant
Director, Senior Digital Platform Development Lead and Investor Solutions Consultant, North America Direct
What is 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.