JHM Asset Management, LLC

JHM Asset Management, LLC is an independent registered investment adviser that provides discretionary investment management and general consulting primarily for individual and high‑net‑worth clients, and it also administers defined contribution plan participant and other corporate/business accounts. The firm reports approximately $24.7 million in assets under management across roughly 64 client relationships and generally requires a $150,000 minimum for managed accounts.

The firm builds tailored, long‑term investment plans based on each client’s financial situation, objectives and risk tolerance and implements strategies across a broad range of securities using fundamental, technical and cyclical analysis. JHM may allocate all or a portion of client assets to a third‑party Turnkey Asset Management Program and uses a third‑party platform and the Pontera order management system to exercise ongoing discretionary management for plan participant accounts.

Compared with many independent peers, JHM’s practice is distinctive in actively servicing corporate/plan participant accounts through an outsourced platform and in its arrangement where third‑party program fees count toward the firm’s reporting/operations provider subscription. The firm operates on a fee‑only basis, maintains a limited power of attorney to debit advisory fees for managed accounts, and reviews client portfolios at least quarterly.