A complete list of active advisors currently associated with JT Asset Allocation LLC
Warmer can help you find a great advisor at JT Asset Allocation LLC or one who fits your needs even better.
JT Asset Allocation LLC is a small registered investment adviser that provides discretionary portfolio management and individualized investment plans for private individuals. The firm typically bills on a percentage-of-assets basis and focuses on portfolio construction, asset allocation, and ongoing monitoring for individual clients. JT Asset Allocation documents client goals and constraints in Investment Policy Statements and combines model allocations with client-specific recommendations using methods such as cyclical analysis, fundamental analysis, modern portfolio theory, and quantitative analysis. Its stated strategies include long- and short-term trading and explicitly incorporate margin and options trading (covered, uncovered, and spread strategies), with attendant risk disclosures regarding derivatives and leveraged positions. The firm’s materials disclose predecessor and hypothetical performance—an uncommon practice among similar advisers—and its advisory team brings extensive international corporate treasury and pension experience, which corresponds with a notable non-U.S. client exposure and use of non-U.S. securities. With two advisors, nine clients and roughly $2.9 million in discretionary assets, JT Asset Allocation’s small scale combined with active derivative use in client accounts distinguishes it from many peers and points to a custom, hands-on practice rather than a broad high-net-worth platform.
To learn more about the advisors currently working at JT Asset Allocation 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.
Name |
Location |
Years of experience |
|---|---|---|
Frankfort, IL
| 6
| |
Orlando Park, IL
| 3
|
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