Companies similar to JKR COMPANY
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  • advisorplatinum.com
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Distribute excess after-tax income to accounts, or use accounts to fill a gap / deficit in cash flow. Advisor Platinum support taxable and tax-deductible accounts, and then uses historical market data to simulate returns for a given asset allocation...
Relevance: 25.661627
  • www.isectors.com
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Headquartered in Appleton, WI, iSectors®, LLC is an independent ETF investment strategist founded by Vern Sumnicht. Vern identified a need for a low cost, index-based asset allocation process for high-net worth clients of his RIA firm. iSectors®..
Relevance: 25.61403
  • www.roboticadvice.com
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Proper Asset Allocation and sector diversification can have a significant impact on overall portfolio performance. ATIA Wealth Management Group provides the value added human component to Automated Asset Allocation. Advisors can select strategies..
Relevance: 24.739372
  • digitaladvisorsgroup.com
Some financial advisors may feel that the inclusion of alternative investments is a prudent aspect of asset allocation for retirement accounts. An advisor might allocate 5-10% of your retirement portfolio to this investment...
Relevance: 24.736944
  • www.advancedtrader.com
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ATIA Wealth Management Group provides active portfolio management backed by in-depth experience in various market conditions. ATIA was founded by associates with experience dating back to the days when trading was a primal function of the open outcry..
Relevance: 24.640526
  • www.advancedtrader.com
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ATIA Wealth Management Group provides active portfolio management backed by in-depth experience in various market conditions. ATIA was founded by associates with experience dating back to the days when trading was a primal function of the open outcry..
Relevance: 24.628616
  • jkrco.com
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The firm specializes in managed accounts for both personal and retirement accounts and asset allocation. JKR is a member of the FINRA and SIPC. Our investment professionals have decades of experience in money management and asset allocation... We..
Relevance: 23.067854
  • www.firstpointassetmanagement.com.au
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First Point Asset Management is an Investment Services organisation opening its bespoke multi-asset investment solution capability to financial planners, accountants & the broader public via access to the First Point Managed Accounts (FPMA)..
Relevance: 22.459452
  • www.metricasset.com
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Metric Asset Management is a Toronto-based asset management firm that strictly adheres to its proprietary strategies, systems and technologies, which are designed to deliver steady growth and manage volatility. While the processes to generate..
Relevance: 22.28385
  • www.assetallocationhq.com
Choose a portfolio recipe and buy the underlying funds at your brokerage. This could be a strategic (static) portfolio recipe or tactical (dynamic) portfolio recipe... Asset allocation is how you split your money into the different types of..
Relevance: 22.18464
  • www.quintik-capital.com
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Quintik Capital provides quantitative investment solutions by combining scientific research with cutting-edge technology and financial industry experience... Quintik Capital provides a range of investment advisory services as well as strategies in..
Relevance: 21.737564
  • jkrco.com
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JKR provides advice and recommendations; however, the plan sponsor will retain final decision making authority... JKR provides its clients with a range of investment management services including, but not limited to: Assessment of the client's..
Relevance: 21.653881
  • www.genwp.com
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An investment plan tailored to your objectives and goals. Unbiased and independent approach to selecting investments... Global, multi-asset, diversified portfolios that balance risk and return. Strategically designed to adapt to changing markets...
Relevance: 21.649082
  • www.suncoastglobalfa.com
  • 1
Suncoast Global is a Florida based firm providing tailored services regarding your various personal investment needs... Suncoast Global Financial Advisers (SGFA) is an independent, fee-only investment adviser serving a global client base of diverse..
Relevance: 21.365316
  • www.lowellroad.com
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Lowell Road Asset Management is a registered investment advisory firm founded in 2012 and based in Manhasset, NY. We work with families and individuals on financial planning, asset allocation and investment management. By following a disciplined..
Relevance: 21.338982
  • www.heuristic.com.au
We provide tailored, objective asset allocation strategy and advice to meet the asset allocation requirements of wealth managers, super funds and financial planning groups... A leading investment research and portfolio construction provider..
Relevance: 21.308033
  • www.chanticoglobal.com
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Chantico Global was founded by Gina Sanchez, on a decision framework that is tailored for each client's risk and return requirements... Chantico Global aims to be the premier thought leader in asset allocation modeling and premier asset allocation..
Relevance: 21.24389
  • www.paragonam.com
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Once the proper risk level for a client is established, we design a detailed asset allocation. Clients who can and want to tolerate higher risk levels get higher allocations of risky assets that have higher expected returns. Clients with lower risk..
Relevance: 21.146454
  • deutschewealthdigital.com
The DB WM Strategic Asset Allocation (SAA) Funds help you focus on the long term and build your core portfolio by harnessing the expertise and robustness of our index-based asset allocation model...
Relevance: 21.114717
  • benjaminmoritz.de
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Prior to joining FINVIA he was Executive Partner at HQ Asset Management from 2018 to 2022 where he was responsible for the development of investment processes for asset allocation and stock selection. From 2008 to 2018 he was Vice President at Sal...
Relevance: 21.067396
  • bksinvest.com
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Welcome to BksInvest, the website for BKS Investment Services, Inc., a registered investment advisory firm in Missouri serving multiple credit unions and their members in southwest Missouri. Visitors seeking investment products and management..
Relevance: 20.956247
  • www.etfpi.com
EPI Advisor Inc. is a global asset allocation solution provider that utilizes ETF as an investment vehicle... we are also able to customize asset allocation strategies for each of our clients...
Relevance: 20.897589
  • www.sageadvisers.com.au
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​Sage provides fund administration, accounts preparation, SMSF audit and tax services, estate planning, asset allocation and portfolio investment advice to trustees of SMSFs... Sage Advisers Pty Ltd's business address is Level 7, 333 Collins Street..
Relevance: 20.70548
  • moneyjarselect.in
Our investing process is centred around the time-tested but ignored concept of tactical asset allocation. We aim to generate alpha by building resilitent & predictive asset allocation models. Thoughtful security selection is conducted using intensive..
Relevance: 20.659304
  • westwoodgroup.com
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Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm... Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm..
Relevance: 20.647943
  • www.lykosgrp.com
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A Virginia based company - the Lykos Group provides investment services with a focus on blockchain and digital asset capital allocation... The Lykos Group provides investment services with a focus on blockchain and digital asset capital allocation...
Relevance: 20.547087
  • www.fortstreetam.com
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Fort Street Asset Management is a boutique money manager based in Honolulu. Founded by Richard Wertheimer and Clint Dodson in 2019, we actively manage an investment portfolio for a small group of like-minded investors in separately managed accounts..
Relevance: 20.536541
  • www.thoughtful-investor.com
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The Thoughtful Investor newsletter is a client/prospect newsletter for investment professionals who use active investment strategies - dynamic asset allocation, sector rotation, tactical allocation, technical analysis, fund timing, market timing,and..
Relevance: 20.47813
  • www.davepeel.com
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Our goal is to provide you with unbiased financial advice and an unlimited array of investment choices... At Wealth Management Associates we take a holistic approach to financial planning and investment management... By understanding your financial..
Relevance: 20.47667
  • www.capitaltheta.net
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We strive to provide clients with our best service and the most cost effective, innovative investment platform... Objective of Theta Capital Commercial is to integrate traditional asset management with alternative investments, through a consultative..
Relevance: 20.41573