What is a managed account?

A managed account is one that has an investment advisory relationship between you and your advisor. Based on your individual goals and risk tolerance, a custom portfolio is created and managed on your behalf by a professional money manager. A managed account can be discretionary or non-discretionary in nature, depending on the terms of your signed client agreement.

Can I get recommendations from a JJ Lloyd Investment professional?

Yes. Your JJ Lloyd Investment professional is committed to being your advisor. JJ Lloyd Investment professionals work to understand your financial goals and can offer guidance on a dynamic selection of investment choices available at JJ Lloyd. Recommendations made by JJ Lloyd Investment representatives are intended to be acted on immediately by placing an order with your JJ Lloyd Investment representative. (If you wait to place an order after receiving a recommendation, market conditions or other factors may change at any time after the recommendation is given, which may render the recommendation untimely, unwise or possibly no longer suitable).

What types of products are available through JJ Lloyd Investments?

JJ Lloyd offer our clients a wide range of financial products. Some of our investment options include:

  • Mutual funds
  • Annuities
  • Stocks
  • Bonds (fixed income)
  • Managed accounts
  • Retirement portfolios

Who is your clearing firm?

JJ Lloyd uses various clearing entities globally, generally depending on a client’s location. A clearing firm is an organization that handles the settlement of transactions.

What types of guidance can my JJ Lloyd Investments professional provide?

JJ Lloyd Investment professionals make recommendations that match your unique financial goals, time horizon, and risk tolerance with appropriate investment products and services. A JJ Lloyd Investment professional can offer guidance on:

  • Investment planning
  • Retirement planning
  • Asset allocation
  • Stock option planning

Any other questions please get in contact with us.


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