Offering

We serve private and institutional clients in managing their assets. Our experienced finance specialists are genuine experts of the markets. They focus on the selection of promising investments. The key competence of JMA lies on balanced and equity mandates.

 

Investment philosophy

Investment Principles

  • Active portfolio management
  • Selection of investments independent from their index membership
  • Comprehensive research activities for the identification of promising investments
  • Use of investment funds and structured products limited to niche markets and special topics
  • Long-term investment approach

Investment Goals

  • Are determined by client specific factors like financial targets and risk behavior
  • Outperformance of the relevant benchmarks by active stock selection

Reporting & Controlling

  • Fully transparent
  • Custodian bank choosen by client
  • Fix and transparent management fee
  • No retrocessions
  • Periodic reporting