Our Services

All clients have direct access to JSA principals.

We manage stock and bond portfolios on a fully discretionary, fee-only basis and help our clients with financial planning.

Asset Management -We manage stock and bond portfolios for individuals on a fully discretionary, fee-only basis.

Clients may choose one of four investment portfolios that offer a range of growth potential versus stability. The choice usually depends on your risk aversion and investment time horizon. Each is an all-cap (potentially including companies of all sizes),  global portfolio, including 25 to 30 different companies to provide diversification rather than dilution. Remaining holdings are invested in bonds and money market funds. The minimum portfolio requirement is $250,000.

Financial Planning- Our financial planning services include retirement planning, gifting strategies, complete portfolio analysis, and education planning.  Your needs and expectations determine the degree of complexity and depth. We can partner with your current attorney and/or accountant, to provide you with a team of professionals who will guide you through all stages of your financial life.