Investment Management Services
Investment Management is one of the main ways we at JFJ Advisory Services provide service. Throughout the process, we prioritize communication and transparency. We want you to feel informed and empowered every step of the way.
How we serve you
Asset Allocation
We diversify your holdings across a variety of assets. We aim to build efficient portfolios, which maximize returns for a given level of risk.
Risk Management
Besides diversifying across a variety of assets. We also are knowledgeable on options strategies which are useful for hedging investments.
Tax Efficiency
In taxable accounts we implement tax conscious strategies including direct indexing and tax loss harvesting.
At JFJ we utilize a Core & Satellite approach to asset allocation. The Core portfolio consists of a “Buy-and-Hold” strategy using a mixture low cost funds. The Core makes up the majority of your portfolio. The Satellite portfolio is a smaller allocation and can be made up of sector or thematic funds. The purpose of the Satellite portfolio is to give the overall portfolio tilt into an area of the market that might be more favorable without compromising the long-term investment objectives. Whether we want more exposure to a particular stock sector or a place on the duration curve, we can achieve this with the Satellite portfolio.
Contact us today for a free investment consultation and take control of your financial future.
Investment management starts at 1% of assets managed per year. 50$ per quarter minimum fee applies. We waive the minimum fee on investment management services for clients receiving ongoing financial planning.