JBS doesn’t rely on secret methods or magical formulas for managing your wealth. Instead, with JBS, you can count on a firm that is solidly grounded in basic values of hard work, education and integrity—values that extend into every partnership with brokers and individuals. You can expect the very best because JBS expects the very best.

1. Step one is a review of where you are.  We develop an agreement of what type of investor you should be.
2. Step two is a review of where you currently are
3. Do we need to make adjustments to what you’ve been doing? We delve into the questions that get to the heart of what you value and what you want to accomplish. Understanding who you are, what you hope to achieve and what you need is at the heart of our efforts together. We develop a deep awareness of how you envision your future.
4. Strategy We look at changes that could improve the returns on your current investments and make modifications, when necessary. By carefully evaluating your circumstances, risk tolerance, resources and expected timeline for retirement, we can identify possible solutions for reaching your goals.
5. Jim’s strategies are designed to mirror and support your personal values as he develops tailored portfolios to help you achieve your goals. At JBS Asset Management we establish flexible plans designed to grow with you and thoughtfully review each of your circumstances. Throughout this process monitoring communication is a key continual component of the investment process, and we count on you to reach out to us with any questions, changing circumstances and milestones. With JBS Asset Management, you are not alone on this financial journey and have an experienced guide with you each step of the way.