Equity Investment Management

JB Investment Management believes that an index-based portfolio of Exchange-Traded Funds (ETFs) is appropriate for the needs of most investors. Both our Equity Philosophy and Equity Strategy value consistency and stability of returns over a pursuit of alpha (i.e.: above-market returns).

As such, our Equity Process values simplicity over complexity; a slow-growth, market-based long-term portfolio appreciation.

Please contact us for more information on our Equity and Fixed Income investment strategies.