Founding, Purpose, and Specialty. JCS was founded in 1992 as a boutique firm focused on providing highly individualized service to a small, select client list. Our firm specializes in developing investment strategy, selecting investment managers and monitoring results. JCS is registered with the SEC as an Investment Advisor under the Investment Advisor’s Act of 1940.
Today’s financial environment, requires the proven expertise of professionals with a clear vision and the specific knowledge and experience to navigate uncertain times.
JCS is an independent firm that avoids all conflicts of interest. That means it never sells investment products or receives rebates from investment managers or charges commissions. As a result, our interests are aligned with our clients.
|Key Professionals at JCS:|
|•||Mary Ann Johnson, President – Formed JCS in 1992. Deep involvement with all aspects of the investment business including securities research, investment banking, investment management and pension consulting. Received a B.A. degree from the University of Redlands, Redlands, CA and attended the New York University Graduate School of Business Administration.|
|•||Kwok J. Eng, CFA, Director of Research and Analytics – Deep experience in mathematics and economics. Graduate of Colgate University in Hamilton, NY with a B.A. Degree in economics. Awarded the Chartered Financial Analyst designation in 2003.|
|•||Robert E. Johnson, Treasurer/Economist – Investment career spanning institutional portfolio management, pension plan sponsor, individual portfolio manager and economic consulting. Received a B.A. Degree in economics from Columbia College and attended the New York University Graduate School of Business Administration.|
|Timeline of Leadership and Innovation:|
|Pioneered the development of customized hedge fund-of-funds|
|Identified Distressed Securities as a viable asset class|
|Designed the “Diversified Equity Core Index” in 1998 as an alternative to the “traditional” S&P 500 used by most pension plans and individuals as a core index|
|Addressed opportunities in fixed income due to interest rate environment by identifying specialized approaches to traditional intermediate bond portfolios|
|Recognized impact of globalization and encouraged increase in international allocations to 10-15%|
|Recommended restructuring of portfolios to take advantage of dislocations created by financial crisis of 2008-’09|
|Addressed potential commodity inflation in late 2009 and recommended stand alone inflation sensitive investments in early 2010|