Philosophy of Individual Accountability
JCS is a boutique firm that operates quite differently from other consulting and investment management organizations. JCS does not use cookie-cutter asset allocation formulas, but rather works closely with each client to custom design an investment program for their unique objectives, then builds a long-term investment framework to structure a diversified investment program with access to top investment professionals.
The four pillars of the JCS philosophy are:
- Customized services based on an understanding of client needs. JCS gathers and analyzes information pertinent to structuring each client’s asset allocation and investment manager roster that reflects a client’s unique situation.
- People, not institutions, make successful investment decisions. JCS focuses on accountability when selecting investment managers and recommends managers that have a history of success.
- Investment experience is critical to manager evaluations. Members of the JCS team have direct investment experience that is key to evaluating the economic environment, expected returns and investment managers.
- Innovative, forward thinking. JCS is continually thinking about the future and how investment portfolios should be structured looking forward. The firm strives to measure past performance as a base from which to move forward. Investment programs must evolve to incorporate future opportunities.