Managed Money 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, independently-managed 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 IB Platform.
Please take a few minutes to review the brief descriptions below.