Managed Strategies

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.

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