JPR’s Asset Management Division offers a wide range of advice and investment choices, from one-on-one consultations to comprehensive trading programs. To better meet your individual needs, members of JPR’s Asset Management team have their own areas of specialization. We provide the services that best fit your investing style, based on your specific needs.
As a client of JPR, you may choose from a variety of services, with varying levels of advice and support to fit the way you want to invest. Available personalized services include:
| • | Portfolio reviews designed to assist you in re-balancing your portfolio to include stocks, bonds, and mutual funds. If desired, this service may include specific buy and sell recommendations with the rebalancing plan. |
| • | For retirement accounts, we offer the above portfolio reviews in combination with a thorough assessment of your current financial situation as it relates to your retirement objectives. |
| • | In addition to portfolio reviews, our Asset Managers are prepared to offer you ongoing, comprehensive advice and guidance on a variety of investment needs. |
| • | For our high net-worth clients, we offer access to hedge funds and other types of alternative investments. |
| • | Traders are provided with advice ranging from buy/sell timing to individual trading candidates to fully managed trading accounts. |
For expert financial guidance across a broad range of financial needs or for more information on JPR Capital’s Asset Management, call 1-800-JPR-2004 or email us at assetmanagement@jprcapital.com.