A complete list of active advisors currently associated with MJB Asset Management LLC
Warmer can help you find a great advisor at MJB Asset Management LLC or one who fits your needs even better.
MJB Asset Management LLC provides investment advisory and consulting services to individuals, high-net-worth clients, businesses, not-for-profit organizations and institutional clients, including sponsors of defined contribution retirement plans. The firm delivers discretionary portfolio management for new individual clients and offers ongoing consultation and plan advisory services for business and retirement-plan sponsors. Portfolios are constructed using mutual funds, exchange-traded funds and, when appropriate, individual securities, with investment objectives tailored to each client’s risk tolerance, time horizon and tax considerations. The firm uses fundamental analysis for individual securities, technical analysis for ETF and asset-allocation decisions, monitors accounts on an ongoing basis, and may employ hedging strategies in discretionary accounts. Unlike many peer solo advisers, MJB actively serves corporate and pension/profit-sharing plan clients and provides pension consulting services and participant education in addition to individual wealth management. As a smaller independent adviser, it typically requires a relatively high account threshold for portfolio management and engages plan clients under annual retainer arrangements while generally exercising discretionary authority for client accounts.
To learn more about the advisors currently working at MJB Asset 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.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 4
|
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