Our asset management program is unique because it offers full asset management on a non-discretionary basis. Each investment decision is pre-approved by you and you can make your own trades and changes to the portfolio.
Each portfolio is individually tailored for each client. Because we are paid a fee based on the value of your account we have just as much incentive as you to protect your assets and increase the value of your account, and we are just as concerned as you about potential pullbacks in the market.
(The principals of JSK also own a full service broker dealer International Equity Services who engages in trading for our clients accounts and earns normal and customary commissions, mark ups and mark downs as well as other normal broker-dealer forms of compensation).
We have created something different. First of all, we are truly independent. Our corporation purchases all of its own goods and services and develops all of its own technologies. We receive no financial aid from any investment or insurance company, nor will we accept it.
We customize the financial strategy for each of our member clients. We recognize that properly structured financial affairs go far beyond a well thought out investment portfolio. For that reason we apply a HOLISTIC approach to our financial advisory services, covering everything from estate planning to retirement strategies, and from traditional investment strategies to day trading.