The JCS Process is Powerful

Driven by individual objectives, executed by proven managers, measured for performance, and continuously improved.

JCS begins working with clients by defining liquidity requirements, risk tolerances and investment objectives.  JCS designs an investment policy statement to ensure investment objectives are accurately presented and meet clearly defined goals and benchmarks.  JCS works closely with its client’s staff and committee members to review investment policy and objectives on an annual basis.  Implementation of a client’s asset allocation strategy and manager selections must be synchronized with stated investment objectives.

JCS continually reviews allocations, portfolio compositions and returns to evaluate whether investments comply with the established policy and guidelines and will achieve investment objectives.  JCS examines portfolio risk, diversification by asset class, sectors, market capitalization, geography, etc.