Investments

 
 

We engage in research and due diligence to ensure our clients are invested in quality assets that we expect will perform attractively after taxes and fees. We offer a range of investment solutions including proprietary models of mutual funds, stocks, or ETFs that represent our “best thinking,” third-party model portfolios, as well as fixed income and annuity vehicles for our clients seeking income in retirement. We take a long-term approach and favor concentrating in durable businesses at modest valuations that can compound capital over the full market cycle.

 
 
 

Our Services

 
 

1) Managed Portfolios

We manage portfolios of carefully selected funds that meet our strict criteria, and we manage equity exposure on the basis of valuations to best position our clients for performance over time.

Fee: 0.90% annual advisory fee¹

2) Outside Portfolio Review

We provide a second set of eyes for our clients' outside portfolios and offer our insights and recommendations. This includes employer-sponsored retirement plans (401k, 403b, 457b, etc.), outside investment accounts, and any other portfolio invested in the markets.

Fee: Included in advisory fee

    • Investing in mutual funds, index funds & ETFs, stocks, and bonds

    • Managing accounts for retirement, education, and personal wealth

    • Buying and selling investment assets

    • Individual, joint, and custodial

    • Traditional and Roth IRA

    • Simple IRA

    • SEP IRA

    • Trusts

    • Non-profits and businesses

    • 529 plans

    • Mutual funds

    • Stocks

    • ETFs

 
 
 

¹This excludes any additional costs which vary by portfolio. The industry average advisor fee is 1.12% for a $100,000 account as determined by AdvisorHQ’s 2021 survey. This figure includes administrative and overall management fees, but excludes fund fees.

 

Please do not hesitate to contact us at team@jsopartners.com or 215-283-3131 if you would like more information about us.