Our Approach

Investment Philosophy

At JMS Capital Group Wealth Services, we take a different approach to portfolio construction. Given today's challenging investment landscape, we believe an endowment approach to managing client assets can provide superior outcomes when compared to traditional asset allocation models. An endowment-style investment strategy refers to an asset allocation methodology which seeks to generate higher risk-adjusted returns than a traditional 60/40 stock/bond portfolio with lower volatility by expanding the number of asset classes and strategies used to create a portfolio. Our focus on risk management and income-producing assets helps lower overall portfolio volatility, yet still allows us to take advantage of opportunities within global markets over the long-term.

 Advisory services offered through JMS Capital Group Wealth Services, LLC, a Registered Investment Advisor. Securities offered through PWA Securities, Inc., member FINRA/SIPC.

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