Capital Strategies

MODEL PORTFOLIO

We offer a Model Portfolio to meet the long-term investment objectives of our Clients. Our Model invests primarily in Exchange Traded Funds (ETFs) and provides exposure to Equities, Bonds, Commodities and Alternative Investments. It is a diversified, all-weather investment approach designed to perform well during varying market environments. The Model may be customized to fit Client profiles.


JKG PORTFOLIO PROGRAMS

Our proprietary strategies provide diversification to investor portfolios, while focusing on objectives such as growth or income. These are long-term securities investments, in specific areas, made to meet portfolio challenges:

  • Growth: Seeks to achieve superior returns by applying a trend following investment approach to attractive growth stocks.
  • Income: Seeks income from diversified investment grade bonds.
  • Commodities: Provides long only exposure to select commodity markets.
  • Alternatives: Provides diversification, and seeks superior returns, through allocations to select alternative investment managers.

DIVERSIFICATION

Modern portfolio theory is a framework for assembling a portfolio of assets such that the expected return is maximized for a given level of risk. Its key insight is that an asset’s risk and return should not be assessed by itself, but by how it contributes to a portfolio’s overall risk and return.¹ The efficient frontier is a concept in modern portfolio theory. It refers to investment portfolios which occupy the ‘efficient’ parts of the risk-return spectrum.²

JKG is an expert in Managed Futures, an alternative investment class that offers diversification to investor portfolios. This chart provides an example of how adding Managed Futures to a traditional Stock and Bond portfolio can improve overall return per unit of risk or the efficiency of the portfolio.


For a consultation with a JKG Advisor, please contact us HERE.


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