JSB Capital Management, LLC

JSB Capital Management, LLC provides discretionary portfolio management to individuals and a range of institutional clients, including corporate pension and profit-sharing plans, foundations, endowments, registered mutual funds, private investment funds, and trust programs. The firm also offers retirement-plan consulting and limited one-time or non-discretionary investment reviews, and generally charges advisory fees based on a percentage of assets under management.

The firm’s investment process is top-down and macroeconomic in orientation, using sector rotation driven by business-cycle analysis and interest-rate expectations, combined with technical analysis to help time entry and exit points. Accounts are managed on a discretionary basis and, notably, the adviser uses derivatives (including stock-derivative instruments) within separately managed accounts as part of its timing and risk-management approach.

JSB’s principal holds the Chartered Market Technician (CMT) designation and maintains active involvement in professional technical-analysis organizations, which aligns with the firm’s emphasis on technical methods alongside macro research. The firm’s service mix—covering both individual wealth management and plan-level fiduciary consulting for institutional clients—along with its documented use of derivatives in client accounts, distinguishes its practice from many independent advisers.