Invest with Empowerment

Our Investment Process

Our investment process is based on Nobel Prize-winning methodology that’s rooted in rigorous, quantitative research and financial science. We aim to construct optimized portfolios utilizing best-in-breed managers across the asset class spectrum.

Access to Leading Investment Managers

We perform exhaustive due diligence on the universe of institutional-quality investment managers to select the top managers across the entire spectrum of asset classes.

JFG selects managers based on proven merit, not a proprietary line-up of limited options. Our only priority is our clients’ success, and we have a fiduciary responsibility to put their interests first.

JFG Wealth Management Helps Clients Invest In:

Marketable securities, including equities and fixed income
Real assets such as real estate, energy, and other real assets
Alternative investments, as appropriate, such as exclusive private equity opportunities and other direct investments

Our Fiduciary Responsibility

We operate as an RIA and are thus held to the highest fiduciary standard. Our only priority is clients, and it is our fiduciary responsibility to put their interests first. We are able to minimize conflicts of interest by not working on commission, managing proprietary products, or engaging in revenue sharing arrangements.

	
		
				Potential Conflicts
				Trust Company
				Wirehouses
				Brokers
				JFG
			

		
					Spread?
					yes
					yes
					yes
                  NO
				

					Commissions?
					yes
					yes
					yes
                  NO
				

					Revenue-share / Kick-backs?
					yes
					yes
					yes
                  NO
				

					Proprietary Products?
					yes
					yes
					yes
                  NO
				

					Dark Pools?
					?
					yes
					yes
                  NO
				

					Transaction-based Advice?
					yes
					yes
					yes
                  NO
				

					Cross Selling?
					yes
					yes
					yes
                  NO
				

					Dually Registered?
					?
					yes
					yes
                  NO
				

					Fiduciary?
					no
					no
					no
                  YES
				

				

	