We maintain professional, clear lines of communication with clients
JB Investment Management’s client service goal is to establish and promote professional relationships which support the attainment of consistent, objective, optimal risk-adjusted investment returns.
JB Investment Management understands that our clients’ priority is the successful execution of their investment plan, and done so with integrity. For this reason, we ensure our Fixed Income Investment Process and Equity Investment Process adhere to the highest ethical standards and transparency.
One of JB Investment Management’s missions is to expand our clients’ expectations for what the fixed income component of an investment portfolio can accomplish. To that end, JB Investment Management engages clients in an ongoing, open-ended dialogue that serves as an important part of our firm’s value proposition and long-term success.
As such, we endeavor to maintain professional, clear lines of communication, allowing us to provide insights on our investment strategies, as well as analysis of the market forces and portfolio management decisions that affect portfolio performance.
JB Investment Management offers our clients comprehensive evaluations of portfolio strategies and results on a regular basis via:
- Quarterly letters and market commentary
- Access to the portfolio management team
- Optional regularly-scheduled conference calls
- Open door policy with clients
- On-site client visits (if requested)
Ours is an entrepreneurial business environment. To us, the act of creating and building a successful business is not simply a matter of establishing philosophies and processes to generate the returns our clients seek. Rather, we take a much broader view, understanding that investment returns are not an end unto themselves; rather, they are the means by which we can best serve our clients.
At JB Investment Management, integrity is the centerpiece of our efforts, with client satisfaction our ultimate goal.
13890 Bishops Drive,
Brookfield, WI 53005
United States of America