Active Portfolio Management

We favor active portfolio management over passive investment strategies.

A Rate of Return

We aim to produce an absolute rate of return over time while limiting drawdowns for all Private Advisory Clients.

Reliability

While more labor intensive than a long term buy-and-hold strategy, we find our approach to be more profitable and reliable over time as market conditions fluctuate.

While there are limitations to the products and strategies we can use with some investors, by applying proper trading disciplines to a long-only equity investment strategy we can consistently add incremental value over time. This added value compounds over time and makes a big impact over the long run.

We take into account the level of sophistication of each individual investor and their objectives and constraints before committing to a particular strategy. We utilize investor policy statements to lay out the account management guidelines and their objectives, as needed, on a per client basis.

For more aggressive and qualifying investors, we charge a Performance-Based Incentive Fee to align our success with the performance of our clients’ accounts. Per industry regulations, investors with less than $1M in account equity or $2M in net worth (Accredited Investors) are not eligible for a Performance-Based Incentive Fee arrangement.

For more information on our independent Separately-Managed accounts or the JSPM Managed Account Strategies, please give us a call at (866) 727-1532 or send us an email below.

Our Account Management Philosophy

We look for opportunities to grow accounts regardless of how well the overall market indices perform.

We prefer to go over specific account management strategies in person or over the phone.

We take into account the level of sophistication of each individual investor and their objectives.

For more information on our independent Separately Managed accounts or the JSPM Managed Account Strategies, please give us a call at (866) 727-1532 or send us an email below.