JBGlobal.com LLC, an SEC registered investment advisory firm, manages assets for individuals, trusts and endowments. As an investment advisory firm, we are regulated by a strict fiduciary standard to work in the best interest of our clients—unlike brokers, who must adhere only to the suitability standard in investment choices. We do not sell any products and receive no commissions. We provide only objective advice, tailored to client needs. It’s that simple.
Please see our update written at the market bottom: Reports of the Death of Equities: Greatly Exaggerated, a version of which was also published in the Huffington Post.
Our firm employs a global approach, searching for opportunity throughout the U.S., Europe and Asia. We have an established, successful long-term performance history built through the many different challenging economic and market cycles over the past thirteen years.
Our client assets and accounts are held securely at Charles Schwab & Company, Inc., one of the largest independent custodians and brokerage firms.
We hope you find our website a useful source of information on investment topics. We regularly post our Quarterly Letters, which have been frequently featured in Barron’s and Barron’s Online. Also posted is a description of our separate portfolio management services, along with performance information. If you would like to subscribe to our free email publications, or if you have questions about our management, please contact us at 212.388.9873 or firstname.lastname@example.org
The content provided on this website is intended solely for the purpose of offering general information on investment advisory services. This website is not intended to influence trades or provide personalized investment advice. We are not responsible for the accuracy of any third-party information on this website. We may conduct business only in states in which all regulatory requirements have been met. Therefore no follow-up will be made with a prospective client until the regulatory consequences of soliciting new business within that state are met. Please note that past performance does not guarantee future results and that global investment incurs risks that may result in loss of principal. All rights reserved. Copyright 1996-2011 JBGlobal.com LLC.