A complete list of active advisors currently associated with JSB Capital Management, LLC

Warmer can help you find a great advisor at JSB Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at JSB Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.