CJK Capital Management, LLC

CJK Capital Management provides investment advisory services primarily through separately managed accounts to individuals, retirement accounts, trusts, estates, charitable organizations, family foundations, corporations and other business entities. In addition to SMA portfolio management, the firm offers services to employee benefit plans and pension sponsors, including plan reviews, fund‑selection advice, participant education, performance monitoring, and ongoing (generally non‑discretionary) consulting.

The firm follows a value‑oriented, long‑term investment approach aimed at after‑tax capital appreciation with a moderate risk profile, chiefly by investing in U.S. equities held until the adviser’s valuation targets are met. Portfolios may be supplemented with fixed income, ETFs, ADRs and occasional options, and the adviser may hold cash when attractive risk‑adjusted opportunities are not available; accounts are managed under written agreements that generally provide discretionary authority.

Compared with many solo independent advisers, CJK’s offering of pension consulting and its work with pension and profit‑sharing plans is a distinctive feature. The firm manages roughly $42.5 million across a small client base (around 28 clients), may serve as a sub‑adviser for unaffiliated managers, and uses institutional custody/execution arrangements that include access to research and statistical services.