J2 Capital Management

J2 Capital Management, Inc. offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client . The firm creates an Investment Policy Statement for each client, which outlines the client's current situation and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation . Investment Supervisory Services include investment strategy, asset allocation, and risk tolerance . J2CM also offers Variable Annuity, 401k Management, Subadvisory Services, Financial Planning, and Services Limited to Specific Types of Investments .