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.
Click below for a PDF document detailing more information on the JSPM Investment Strategy Alternatives, including investment minimums, pricing, and important disclosures.