Asset Management

Markets by nature are unpredictable; as a result we follow a disciplined investment process based on broad diversification and portfolio rebalancing to drive results.  Your Wealth Management Team will work closely with you to identify your goals and objectives in order to develop a customized investment strategy that is outlined in an Investment Policy Statement.  Under the guidance of JNBA’s ten member investment committee the entire universe of stocks, bonds, mutual funds, exchange traded funds, and other registered investments is dwindled down to those we feel offer the best opportunity in various asset classes based on independent research.  These portfolio building blocks are blended together based on your ability and willingness to take risk in creating your customized portfolio.  Our investment team reviews the investments we utilized daily and each portfolio every ten business days to confirm that your portfolio composition remains consistent with your to your goals and objectives.