JLB Client Portals
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INVESTMENT OVERVIEW

Our Investment Philosophy

We believe in a disciplined, long-term approach to wealth management. By combining rigorous market research with a deep understanding of your personal goals, we construct resilient portfolios designed to preserve capital and capture sustainable growth. Our focus remains steadfast on risk mitigation, tax efficiency, and strategic asset allocation.

Our Investment Approach

Common Stocks

Fundamental analysis is employed as the major foundation of common stock selection. Our universe of two hundred companies is ranked based on our proprietary JLB score. That score contains fundamental criteria as well as risk metrics for each company.

The objective of the equity allocation is to generate long-term returns consistent with the historical performance of equity markets while maintaining a risk profile aligned with the selected investments. Although periods of short-term market volatility are expected, our disciplined investment philosophy remains focused on long-term objectives and is not driven by temporary market fluctuations.

Bonds

The procedure for managing fixed income portfolios is to select high quality, investment grade corporate bonds as well as United States treasury obligations where appropriate.  We will typically ladder a bond portfolio so that several different annual maturities are selected.  Bonds with unusually long maturities and callable bonds are avoided. 

Based on the outlook for interest rates, a decision may be made to lengthen or shorten the maturity structure of a client's portfolio. Usually, such an adjustment is gradual and without a high rate of turnover.

PRIVATE WEALTH ADVISORY

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