JCM3 Asset Management, LLC

JCM3 Asset Management provides ongoing discretionary portfolio management to a mix of institutional and retail clients, including individuals, businesses, retirement plans and other institutions. The firm requires a $500,000 account minimum and reported $2.21 million in discretionary assets under management as of December 31, 2025.

The firm applies a macro-driven approach to position model portfolios around valuation, economic/geopolitical views, and thematic opportunities, narrowing broad macro views into individual-stock selections that typically emphasize undervalued companies with strong market positions, low financial leverage, and solid growth prospects. Models primarily use individual equities (with international exposure noted as a primary vehicle) but may also include ETFs, ADRs, short-term instruments, foreign currency forward contracts, bonds and cash alternatives; individual client accounts are generally constructed to replicate the applicable model with limited client-imposed restrictions possible.

Distinctively for an investment-manager category firm, JCM3 accepts high-net-worth individual clients alongside institutional mandates, a pairing that is statistically less common among peers. The firm is small and recently formed, manages only on a discretionary basis, does not charge performance-based fees, does not vote client proxies (clients receive proxy materials directly), and relies on third‑party qualified custodians for trade execution and custody.