Edward Jones

Topics: Financial services, Investment, Mutual fund, Finance, Collective investment scheme / Pages: 15 (3617 words) / Published: Mar 16th, 2008
Edward Jones provides financial services for individual investors in the United States and, through its affiliates, in Canada and the United Kingdom. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 10,000-plus investment representatives work directly with more than 7 million clients to understand their personal goals – from college savings to retirement – and create long-term investment strategies which emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment.
The Environment At Edward Jones, they refer to diversity initiatives as inclusion. This represents more than a simple wording change. "Diversity" is a way for Edward Jones to recognize and celebrate their differences. "Inclusion" provides direction on how these unique points of view can be understood and used for the good of the firm and their associates. Their inclusion initiative is instrumental in fostering an environment that encourages new and innovative thinking, and acknowledges the positive contributions individuals from diverse backgrounds can make in the success of the firm. They remain committed to attracting and developing an outstanding team of associates, and supporting each one to achieve his or her full potential.
Economy According to Kate Warne a Market Strategist for Edward Jones stated that after experiencing volatile markets in 2007, many investors may be concerned about what lies ahead:
• Will the credit crisis and mortgage problems get worse or be resolved quickly?
• Will the economic growth of the UK and global economies slow?
• Will any increase in inflation be short-lived or last

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