• Fixed Income Management

    Unique client objectives require unique solutions. At JB Investment Management, our primary focus is the construction of custom bond portfolios for institutional and high net worth clients.  Our research and portfolio construction techniques have a long record of demonstrated success, offering our clients the opportunity to enhance their risk-adjusted returns.  Read more...
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  • Equity Management

    We believe a passive, index-based approach to equity management provides the best opportunity for consistent equity returns. Limiting the volatility inherent in traditional active equity portfolio management and achieving consistent index-based results provides the basis for building and maintaining wealth.  Read more...
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  • Integrity and Satisfaction

    Ours is an entrepreneurial business environment. At JB Investment Management, integrity is the centerpiece of our efforts. Client satisfaction is our ultimate goal.     Read more...
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Disciplined Fixed Income

Our quantitative research and portfolio construction techniques have a long record of demonstrated success. JB Investment Management offers clients the opportunity to enhance risk-adjusted returns, as well as broaden their perception of what Fixed Income investments contribute to portfolio returns.

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Indexed Equity Strategy

Exchange-Traded Funds (ETFs) allow clients to obtain stock market exposure while removing the volatility inherent in
traditional active equity portfolio management. The attributes of such a passive, index-based approach mitigate volatility and uncertainty, providing long-term consistency of returns.

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Distinctive Investment Approach

Our highly analytical Portfolio Management Process ensures a better match between our consistently-appled management framework and each client’s unique investment objective. Our investment process and client reporting adheres to the highest ethical standards and transparency.

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What We Offer Clients

JB Investment Management has the tools and experience to efficiently create successful customized portfolio solutions for each client. Please contact us at:
JB Investment Management, LLC
13890 Bishops Drive, Suite 350
Brookfield, WI 53005
262.439.2100 info@jbinvest.com

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