J W English Investment Management Services LLC

J W English Investment Management Services provides ongoing discretionary portfolio management and investment supervisory services to individual and high-net-worth clients, preparing a written Investment Policy Statement for each client and managing portfolios across mutual funds, equities, bonds, ETFs, REITs and government securities. The firm also reports serving a diverse set of institutional and corporate clients—such as banks, insurance companies, pension or profit-sharing plans, charitable organizations, other investment advisers, accounting firms, municipal governments and, unusually for a firm of this size, a sovereign wealth fund.

The adviser evaluates client holdings against documented risk tolerances and time horizons and typically implements trades under discretionary authority, with fees withdrawn directly from client accounts via the chosen custodian. Its investment process integrates charting, fundamental, technical and cyclical analysis and permits both long- and short-term strategies, including short sales, margin transactions and options writing; the firm uses FOLIO Institutional as custodian, allows client-directed brokerage, and may aggregate trades across accounts.

A distinctive feature disclosed in the brochure is that the firm’s principal is a licensed CPA who owns an affiliated accounting practice and may from time to time offer clients services or products arising from those accounting activities. That accounting affiliation, combined with the unusually broad institutional client mix and the use of leverage and option strategies, sets the firm apart from many peers with similar assets under management.