JMN Investment Management LLC

The firm provides portfolio management and financial planning to individuals, high-net-worth clients, trusts, and other investment advisors, operating a formalized managed account strategy called JMN Income Opportunities and historically concentrating in residential mortgage‑backed securities (RMBS). It also offers consulting to mortgage and financial services firms and may deliver fee‑based analytic tools or plans tied to its advisory services.

Investment decisions are driven by a patented Common Sense Pricing Model (CSPM™) that uses market observations from bond, stock, and alternative indexes to set annual asset allocations, with adjustments as market conditions change; portfolios may be constructed using ETFs, individual equities, RMBS, and alternative assets. The firm acts as a fiduciary for managed accounts, documents recommendations in written plans, and discloses the elevated concentration and liquidity risks associated with its RMBS strategies.

Noteworthy for a firm of its size, it serves as adviser to a private pooled vehicle (the Neptune‑GBX Gold Plus Fund LP) and its affiliated general partner is registered with the CFTC as a commodity pool operator/commodity trading advisor, with interests offered under private placement exemptions—activities that add commodity trading and private fund management to its business mix. The brochure also discloses non‑typical revenue streams for a small adviser, including potential subscription or software‑related fees, advertising receipts, and other financial product offerings.