JGL Advisory LLC

JGL Advisory LLC is a newly formed investment manager that intends to provide continuous, discretionary portfolio management for pooled and institutional assets as well as for individuals, small businesses, trusts and estates; the firm’s brochure discloses it has not yet commenced managing client assets. It operates as a fiduciary and documents client objectives and constraints in Investment Policy Statements before beginning management.

The firm emphasizes a long‑term, buy‑and‑hold approach anchored in bottom‑up stock selection and a blend of fundamental, technical and macroeconomic analysis, employing equities, fixed income, ETFs and mutual funds with a mix of active and passive strategies. Portfolios are managed on a discretionary basis consistent with client risk profiles, and the adviser may aggregate orders across accounts to seek execution efficiencies.

Distinctive features disclosed in the brochure include the principal’s prior fiduciary role managing court‑mandated Qualified Settlement Funds and a concurrent portfolio management role at another firm focused on short‑duration, highly rated fixed‑income for settlement funds, with roughly three quarters of the principal’s business time currently allocated to that role. The brochure also notes constructive custody procedures (limited power of attorney with direct fee deduction), participation in institutional custodian platforms that provide technology and support services, and that the firm does not accept proxy‑voting authority for client securities.