By keeping all of the expertise in-house, we create a unique advantage for our clients. We have a higher level of visibility into all of your asset needs and can provide better service than if multiple professionals worked on the individual planning components. Farming out these services increases overall costs and limits the advisor's visibility and insight into the whole picture.
Take our short risk tolerance questionnaire to determine whether your portfolio is currently allocated properly. Do you have questions or concerns about your results? Have our in-house portfolio manager review it for you and follow up with you. We use in-house CFP professional expertise to ensure the most comprehensive view of your assets and then build a plan to align to your goals.
Take our short risk tolerance questionnaire to determine whether your portfolio is currently allocated properly. Do you have questions or concerns about your results? Have our in-house portfolio manager review it for you and follow up with you. We use in-house CFP professional expertise to ensure the most comprehensive view of your assets and then build a plan to align to your goals.
Services
Join us in this exclusive webinar as I discuss why J2 Capital is different from other wealth management firms. I've spent 20+ years as a Wealth Manager helping Gen Xers, Gen Yers, and Baby Boomers grow and protect their wealth. Join this webinar to learn how I can help you too. And be sure to stick around until the end to get your free one-on-one consultation with our team.
John Benedict has been in the investment industry since 1998 where he started at American Express Financial Advisors. In 2007, he opened his own RIA and merged with John Salomon in 2010 to co-create J2 Capital Management. He has combined his talents and passion in statistics and technical analysis to create J2's tactical strategies, managing them since the beginning of the organization.
Between your job and family there is limited time to meet multiple times a year with your advisor. J2 offers the technology to view and update your financial plan online, plus the ability to integrate all of your outside accounts into one place. Our portfolio manager will customize a portfolio of socially responsible investment solutions and companies that meet Environmental, Social, Governance.
J2 Capital Management is available to serve as a third party money manager to institutional clients, registered investment advisors and product provider platforms. We understand that if your clients are subject to market risk, so is your income. We chose to work closely with advisors after seeing too many plagued with only getting access to wholesalers.
Selecting a trusted financial partner to work with is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it's our mission to simplify the complexities of your financial life so you can focus on what matters most. We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help.
Reviews
Be the first to review J2 Capital Management.
Write a Review
