Managed Strategies
Investment Strategy Alternatives
We provide four actively-managed strategies, all managed in-house on the Interactive Brokers Money Manager Marketplace through client SMAs.
These strategies are offered as alternatives and/or supplements to our custom, independent portfolios for JSPM Private Advisory Clients with moderate to aggressive long-term growth and/or income objectives. All four strategies are also available to clients of other Wealth Advisors on the Interactive Brokers Platform.
Please take a few minutes to review the brief descriptions below.
Diversified trend-following in global equities and US-listed options seeking to outperform the state &P 500 on a relative basis over time.
Available to non-accredited investors. IRA-Friendly. Composite performance available in 2016.
Longer-term diversified trend-following, primarily in large-cap global equities paying an attractive dividend yield.
Seeks to provide growth of capital and current income over time. Available to non-accredited investors. IRA-Friendly. Composite performance available in 2016.
Multi-tiered trend-following strategy featuring a global equity component and tactical allocation to various futures markets. Seeks to outperform the S&P;500 on an absolute basis over time. Available to Qualified Eligible Persons (QEPs) only. Model performance information available beginning January 2013.
Concentrated trend-following in global commodity futures markets seeking to generate outsized, absolute return relative to the S&P;500. Available to Qualified Eligible Persons (QEPs) only. Model performance information available beginning January 2013.
Click below for a PDF document detailing more information on the JSPM Investment Strategy Alternatives, including investment minimums, pricing, and important disclosures.