1 / 7

Small Business Investment Presentation

Small Business Investment Presentation. JB & Associates. JB Advisors. Independently owned and managed 25 years of investment experience Relationship-driven client service Quantitative investment process. Overview. Investment Process and Characteristics Investment Review

lara
Download Presentation

Small Business Investment Presentation

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Small Business Investment Presentation JB & Associates

  2. JB Advisors • Independently owned and managed • 25 years of investment experience • Relationship-driven client service • Quantitative investment process

  3. Overview • Investment Process and Characteristics • Investment Review • Evaluate Financial Status • Formulate Guidelines • Investment Strategy • Select Investments • Review & Report Status Allocation Sector Buy/Sell Quality Maturity

  4. Basic Strategy • Investment • Evaluate • Formulate • Select • Review

  5. Review Status • Current Financial Status • Review expectations • Establish objectives • Formulate Guidelines • Establish asset allocation • Select Markets • Risk • Stability and Growth

  6. The IRAs

  7. Other Pension Plans

More Related