Portfolio Management Services for Individuals

JIA offers portfolio management services to individuals who want some or all of their net wealth managed to produce a risk-adjusted return which matches their unique objectives.

We manage each portfolio with discretion and update our clients each quarter with clear, easy-to-understand reports on performance as well as a complete and "readable" analysis of economic and financial market trends.

We invite and encourage every client to visit with us each quarter to review his/her goals, the progress we are together making in reaching those goals, and the strategy for their investment portfolio.

Equity Offerings All of our equity offerings reflect the Johnson Illington Methodology. Core Equity Product: Blend of 30-40 individual equities and 4+ Exchange Traded Funds ("ETFs"). ETF Portfolios: Specialty blends of Exchange-Traded Funds via capitalization-, style-, and sector-specific ETFs.

Fixed Income Offerings The fixed income portion of your portfolio will be comprised of bonds that are investment-grade, intermediate-term and diversified among treasuries, government agencies, and corporate. These bonds are also of low volatility.