Comprehensive Portfolio Management

A broadly diversified, total-return approach to investment management.

JIC first develops or reviews your asset allocation strategy. Portfolio diversification is used to reduce risk. In an effort to increase returns, we use style research to “tilt” the portfolio to certain market segments based on a variety of macroeconomic, fundamental and technical characteristics.

During the portfolio construction process we use a combination of index funds, actively managed mutual funds, individual stocks and bonds, and in some cases, options (for risk control purposes). We pay particular attention to tax efficiency in the allocation of assets between accounts. If an active manager is used for a particular segment, they must first pass our rigorous manager selection process.

As market conditions change, we periodically make adjustments to the portfolio allocation. Clients are updated on our current investment strategies and portfolio performance through regular client communication.