Investment Management
Trends attract followers. We help you pave your own future.
Financial goals set in dollars means you’re doing it wrong.
Of course you want to grow your wealth. But why you’re growing it, how you invest, and who will benefit from it are all important things we factor in when helping you design your portfolio.
Our objective is to bring intentional process to your assets. Many investors make decisions based on hearsay, emotions, and financial media guidance. But what none of those things take into account are you and your personal goals.
Personalized Strategies
Our ten unique investment strategies were developed to create an individualized approach to your investing. Each has a defined process that is overseen by our investment committee.
Individual Review
As a new client, the committee collaborates to review your plan and determine a custom blend of strategies, tailored to meet your goals and match your tolerance for market volatility.
Plan Monitoring
Your plan is continually monitored by your financial advisor and adjusted as your needs change. Because wealth grows, and people do too.
Your future is more valuable than a cookie-cutter portfolio. Reach out to an advisor and we can help you design a plan that accrues more opportunities for a fulfilling life.
Certified Kingdom Advisors®
Our dedication to our clients and our purpose as stewards of their wealth includes the continuous pursuit of knowledge and raising our practice to a higher level of expertise and understanding.
Additional Investment Management Insights
Beware, But Not Fearful
Fear is a God-given instinct to protect ourselves from harm. However, like all good things, too much fear can cause us harm. When you’re afraid, you aren’t making good decisions. The fear around the stock market can often cause us to react emotionally, but in times of uncertainty, remember to think with your head, not…
Education Day 2021 Guest Speaker Spotlight: Fritz Meyer
Fritz Meyer, JMA’s most requested speaker, joined us for Education Day to offer his insights on the economy, the stock market and investment strategies. The stock market has hit new highs recently and has been trending positive since the election, but can we expect that to continue? Mr. Meyer revisits the 2000 bubble and compares…
Education Day 2021 Guest Speaker Spotlight: Finny Kuruvilla
Finny Kuruvilla, CIO of Eventide, joined us for Education Day to discuss the state of the pandemic, and to give insight and clarity into contradicting and confusing information. Dr. Kuruvilla discussed the vaccines that are available, how trials were conducted, and how confident we should feel in their efficacy. Dr. Kuruvilla also cautioned us against…
Education Day 2021 Guest Speaker Spotlight: Bree Cochran
Brian’s sister, Bree Cochran, joined JMA for Education Day to discuss maintaining wellness during the pandemic, which has caused stress for many people for a myriad of reasons. Bree focuses on how we’re impacted by the food we eat, the sleep we get, how (and how often) we are active throughout the day, and how…
New President, Old Principles
It’s the beginning of a new presidential term, and with new leadership comes new policies, conflict, and uncertainty in the marketplace. At least, that’s how many people feel. With the historic last few weeks America has had on top of a year that turned the world upside down, it’s no wonder emotions are higher than…