New Year Greeting
We’d like to extend a warm New Year greeting with optimism for the year ahead. Calendar 2022 was a challenging year for investment returns as rising bond yields pressured valuation multiples across asset classes.
Year End Letter
Three years ago, we had a dream of building a best in class investment management and wealth advisory firm.
What does it mean to be a true fiduciary?
A fiduciary is a person or legal entity that has the legal and ethical responsibility of acting on behalf of another. You might be familiar with the following fiduciary relationships: doctor to patient, attorney to client, realtor to client, trustee to beneficiary and corporate officer
Read, Listen, Scroll along with the JSC team
To write Morning Notes and be effective investment managers, we consume as much content as possible throughout the day. We subscribe to all the major news outlets, listen and read sell-side research, and use several sources of market analytics. We also polled the team to
Year End Letter
Three years ago, we had a dream of building a best in class investment management and wealth advisory firm.