We provide four actively-managed strategies, all managed in-house on the Interactive Brokers Money Manager Marketplace through client SMAs. These strategies are offered as alternatives and/or supplements to our custom, independently-managed portfolios for JSPM Private Advisory Clients with moderate to aggressive long-term growth and/or income objectives. All four strategies are also available to clients of other Wealth Advisors on the IB Platform. Please review the brief descriptions below and then click here or on the link below for more information on the JSPM Investment Strategy Alternatives.
The JSI Advisor Capital Growth Strategy - Diversified trend-following in global equities and US-listed options seeking to outperform the S&P 500 on a relative basis over time. Available to non-accredited investors. IRA-friendly. Composite performance available in 2016.
The JSI Advisor Growth and Income Strategy - Longer-term diversified trend-following, primarily in large-cap global equities paying an attractive dividend yield. Seeks to provide growth of capital and current income over time. Available to non-accredited investors. IRA-friendly. Composite performance available in 2016.
The JSI Worldwide Opportunity Strategy - Multi-tiered trend-following strategy featuring a global equity component and tactical allocation to various futures markets. Seeks to outperform the S&P 500 on an absolute basis over time. Available to Qualified Eligible Persons (QEPs) only. Model performance information available beginning Jan, 2013.
The JSI Select Absolute-Return Strategy - Concentrated trend-following in global commodity futures markets seeking to generate outsized, absolute return relative to the S&P 500. Available to Qualified Eligible Persons (QEPs) only. Model performance information available beginning Jan, 2013.
Click here for a .PDF document detailing more information on the JSPM Investment Strategy Alternatives, including investment minimums, pricing and important disclosures.
For the most up-to-date performance statistics on these strategies, please visit the firm's blog - JSPM Money Feed to review composite and/or model performance. Updates are generally posted on a quarterly basis and are also posted on the firm's Twitter feed.
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