JMS Capital Group – Real Estate - Sewickley, PA
417 Thorn St Suite 300 Sewickley, PA 15143 (412) 415-1177
At JMS Capital Group Wealth Services, founded in 2015 and based in Sewickley, PA, the focus is to take a different approach to portfolio construction. Given today's challenging investment landscape, the firm believes an endowment approach to managing client assets can provide superior outcomes when compared to traditional asset allocation models. An endowment-style investment strategy refers to an asset allocation methodology which seeks to generate higher risk-adjusted returns than a traditional 60/40 stock/bond portfolio with lower volatility by expanding the number of asset classes and strategies used to create a portfolio. The firm's focus on risk management and income-producing assets helps lower overall portfolio volatility, yet still allows them to take advantage of opportunities within global markets over the long-term.
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