How JCG is Different From Other Investment Management Firms Our specialty is active portfolio management, which means our managers watch market activity and frequently re-position your accounts to take advantage of current market trends, up or down. The vast majority of our clients actually made money in 2008. Of course, past performance is no guarantee of future results, and any investment in the stock market involves a risk of loss. Our advisors have been advising clients in these types of models for nearly a decade and we can provide references.
Jamestown Capital is a fee-only Registered Investment Adviser - we don’t sell investments for commissions. We are fiduciaries, which means we are legally and ethically bound to act at all times in your best interest, and to put your interests ahead of our own. Typical brokerages and financial planning firms don't have this duty - they are required to only recommend "suitable" investments, regardless of whether there are better, less expensive alternatives. Traditional brokerage relationships often result in clients buying inferior products because they paid the broker a higher commission. We don't play those games. JCG is not the custodian of your account. To protect you from fraud, your account is secured in your name only with any one of a variety of national custodian firms that you choose. Your account is at all times protected from unauthorized access. Nothing we recommend has any surrender penalties. As we hope you can see, we're far from your typical financial planning / insurance / commission based "investment" firm. If you're still reading, maybe you think we have something to offer you. Why not come in for a free 30 minute "second opinion" on your current situation? |