Investment Management

At JSF, the investment management process follows a multi step consultative approach designed to develop customized investment strategies that incorporate our clients’ personal needs and objectives. The process includes:

  • Assessing investment objectives and risk tolerance
  • Understanding current lifestyle needs and future aspirations
  • Analyzing current portfolios and assets
  • Providing independent and objective advice
  • Formulating an investment policy statement
  • Implementing the recommended asset allocation across all available accounts
  • Monitoring and rebalancing the asset allocation over time

Our portfolio management group performs due diligence on an array of investment strategies and creates diversified portfolios to achieve investment goals.