A complete list of active advisors currently associated with JSM Investment Management

Warmer can help you find a great advisor at JSM Investment Management or one who fits your needs even better.

JSM Investment Management is a registered investment adviser that provides discretionary and non-discretionary investment advisory and management services to individuals, trusts, private equity funds, corporations and retirement-plan fiduciaries. The firm offers portfolio monitoring, model or customized portfolios and coordinates with clients’ other advisors on estate and tax matters where appropriate. The firm implements a predominantly passive global asset allocation using exchange-traded vehicles (primarily ETFs) while employing active management, alternative investments and options strategies as market conditions warrant; its trading methodology is described as a “systematic fundamental” approach that blends fundamental analysis with quantitative technical signals for timing. JSM offers multiple engagement types — including hourly advice, a subscription service for active traders (three-month minimum) and negotiated flat-fee managed or outsourced accounts — in addition to traditional AUM-based management. Distinctive features for this type of firm include the explicit use of hourly and subscription advisory arrangements (statistically uncommon for investment-manager firms) and a business model that accepts outsourced mandates from attorneys, accountants or other advisors under negotiated flat fees. The firm also limits trading to exchange-traded instruments to emphasize liquidity and regulatory oversight and states an intention to register as a Commodity Trading Advisor to potentially incorporate futures strategies in the future.

To learn more about the advisors currently working at JSM Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.