Active Financial Portfolio Management and Investment Services.
The JSPM Method
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 client’s 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.