Capital Strategies


Our proprietary Investment Programs are designed to meet the challenges faced by today’s investors. They are offered in an investor-friendly Separately Managed Account (SMA) structure and aim to achieve better risk-adjusted returns relative to benchmarks.

JKG Diversified: The Program invests in Exchange-Traded Funds (ETFs) and provides exposure to Stocks, Bonds, Commodities, and Real Estate. It is weighted toward factors that have shown outperformance, such as value and quality. It is a diversified, all-weather investment approach designed to perform well during varying market environments.


Our proprietary strategies diversify 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:

  • Factor: Seeks to achieve superior risk-adjusted returns by targeting specific factors of returns.
  • Income: Seeks income from diversified investment-grade bonds.
  • Commodities: Provides long-only exposure to select commodity markets.
  • Alternatives: Provides diversification through allocations to select alternative investment managers.


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 that occupy the ‘efficient’ parts of the risk-return spectrum.² JKG seeks to provide custom, efficient investment portfolios to its clients.