There is a mountain of evidence - including an academic-based investment strategy - that is the foundation of how we scientifically invest our clients' wealth so they can sleep well at night, focus on what matters most, and ignore the hype of Wall Street.
When reevaluating your tolerance for risk, now or in the future, it's worthwhile to look through the lens of "regret minimization" as much as you're looking through the lens of potential "return maximization."Learn how. By Doug Buchan "Maximizing returns" is a phrase that you'll hear bandied about ad nauseam on both Wall Street and.
When reevaluating your tolerance for risk, now or in the future, it's worthwhile to look through the lens of "regret minimization" as much as you're looking through the lens of potential "return maximization."Learn how. By Doug Buchan "Maximizing returns" is a phrase that you'll hear bandied about ad nauseam on both Wall Street and.
Services
At JMF Capstone Wealth Management we use a systematic consulting process for uncovering your most important goals, and for designing and implementing appropriate solutions to help you achieve those goals. When it comes to achieving your goals, you are best served by a deliberate process that begins before we ask you to commit to a long-term relationship with us.
When reevaluating your tolerance for risk, now or in the future, it's worthwhile to look through the lens of "regret minimization" as much as you're looking through the lens of potential "return maximization." Personally, I can't remember coming across anybody who I would have surmised to be living a full, peaceful and centered life around the primary goal of maximizing their returns, and it's pretty easy to see why.
Offering an advisory relationship built on personal trust and company-wide integrity, JMF Capstone Wealth Management serves as a Registered Investment Advisor providing investment management to individuals, families, businesses, trusts, qualified retirement plans and not-for-profits to pursue long-term financial objectives.
We are an independent registered investment advisor. That means we act as your fiduciary. A fiduciary duty is generally regarded as the highest legal duty one party can have to another and we consider this to be a critical element in the client-advisor relationship. A fiduciary duty establishes a legal responsibility to always act in the client's best interest and we take that responsibility very seriously.
We believe every investor is unique - requiring custom, comprehensive wealth management solutions. Our principles and approach stand in sharp contrast to many in the financial services industry who prefer to play a rigged Wall Street game, often putting their own interests ahead of their clients'. That is not how it works within The BAM ALLIANCE.
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