Custom portfolios and risk management

JB Investment Management’s Equity Strategy relies on a low-cost investment vehicle, known as an Exchange-Traded Fund (ETF).

The introduction of Exchange-Traded Funds (ETFs) in the 1990’s provided an opportunity for investment portfolios to efficiently obtain stock market exposure with securities that trade like stocks and are designed to track the performance of an index or select basket of stocks.

Our Equity Philosophy relies on the substitution of the inconsistent returns inherent in traditional active equity portfolio management with the less-volatile, index-based returns. We believe such a trade-off provides a stronger foundation for building and maintaining wealth.

Custom portfolios can be structured to meet any equity strategy or approach. In addition, ETFs provide a convenient and effective means to shift into or out of market components and sectors. Maintaining control and managing the broad market exposures of the equity portion of one’s asset allocation provides the means to achieve the most successful and consistent investment results.

Because our clients value consistent equity returns, JB Investment Management has adopted an index-based Equity Process which utilized the cost, liquidity and performance advantages of Exchange-Traded Funds.

Our strategy directs the portfolio management team to build exposure to equity market alpha, beta, large cap, small cap, growth, value, international, emerging markets, select market sectors and alternatives consistent with each client’s risk and return objectives.  This approach provides extensive diversification and an effective means for managing risk.

The approach may be as simple as investing in the S&P 500 or as involved as mixing domestic, international and emerging market exposures, the equity allocation targets performance that is consistent with traditional equity market indices. Such decisions are always dictated by a client’s investment objectives.

Phone: 262.439.2100
Fax: 262.439.2101

JB Investment
Management, LLC

13890 Bishops Drive,
Suite 350
Brookfield, WI 53005
United States of America