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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

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Small Business Investment Presentation

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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

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