Did you know that JNBA’s investment decisions are made through a collaborative investment committee rather than by a single person? It’s part of our team structure. Because JNBA is independent, our research and due diligence is handled internally with input from strategists and portfolio managers. Every ten business days, our Investment Committee reviews portfolios and makes recommendations on strategy changes and tactical positioning, all while keeping a pulse on ongoing market conditions and influences. However, frequent review does not mean frequent trading. Our goal is disciplined oversight rather than activity for its own sake.
In this Investment Committee discussion, we talk about JNBA’s unique portfolio construction process, which focuses on each client’s individual goals and personal circumstances. As a fiduciary, we don’t believe in cookie-cutter solutions, but rather aim for a client- first approach that customizes personal wealth management and financial life planning.
To learn more about our process, listen to this 20-minute video discussion featuring JNBA Financial Advisors Investment Committee members Michael Bilotta, ChFC®, CASL®, RICP®, Andy Buccanero and John Schlueter.
If you’d prefer to listen to an audio-only version of this discussion, click below.
(A written transcript of the podcast is available here.)
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, LLC.
Please see important disclosures information at jnba.com/disclosure
