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JRS Investments Incorporated
       
 
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JRS Investments Incorporated
 
 
Overview: 

Our Duties
Accountability

The JRS investment team has more than 70 years of investment experience. Our team offers fee-based relationships. The fee is negotiated directly with you, depending on several factors. No commissions are paid to JRS. You receive all securities purchased for your account at your cost; there is no mark-up.

Personal Service

From the initial face-to-face meeting to review your needs, goals, and expectations, JRS Investments treats you as an individual who is deserving of personal attention and respect. We are committed to providing you with personal service, reasoned investment choices and strategies, and secure account information.

Transparency

With JRS, you have 24/7 access to your account through your own personal password. Review your account information whenever and wherever you choose. All account transactions and security valuations are clearly shown, and there are no annual maintenance fees charged to your account. We think it is important that your personalized statement is delivered to you monthly from an independent third-party custodian, not your advisor.

Security and Safety

Each account has Securities Industry Protection Corporation (SIPC) insurance up to $500,000, cash claims up to $100,000 and most importantly, supplemental protection. This supplemental protection covers total account net equity in excess of the coverage provided by SIPC.

These coverages do not protect against a decline in the market value of securities.

Our Services
Asset Management

Asset management is the core to any financial advisory operation.
Through the years we have refined a system that has proven beneficial to our clients and their portfolios.
We like to break down our service into a four step process:

1) Get To Know Each Other

At JRS we believe that it is very important to get to know our clients. We spend time learning about each and every client to make sure we have a good understanding of their current financial situation, personal goals, investment experience, and risk tolerance before making any investment decisions. We also think it is important that our clients get to know us, so that we can build long lasting relationships. We believe the best professional relationships are built on mutual understanding and respect.

2) Develop A Custom Investment Plan

Based on the information that we gather over our initial discussions, we carefully develop a custom wealth management plan that is tailored to the client. Depending on the individual needs of the investor, our strategic asset allocation will typically include a mix of the following:

Equities
Stocks
Domestic and Foreign Exchange Traded Funds
Fixed Income
Investment Grade Bonds
High Yield Bonds
Municipal Bonds
Exchange Traded Funds
Commodities and Real Estate
Real Estate Investment Trusts
Exchange Traded Funds

3) Implement Investment Plan

Once an investment plan has been established, our team of experienced professionals focus on implementing the new portfolio at the lowest possible cost to the client. Over the years, our traders have cultivated relationships with a number of broker-dealers allowing us to tap into additional liquidity that may not be offered by our clients’ custodian. We also use these trading relationships to seek the best possible price for all of our transactions.

4) Manage Portfolio

Once a new portfolio has been established, our work has just begun. We subscribe to research from several independent research firms that provide us with a detailed security analysis as well as insight on overall market data and analytics. We utilize this research along with a number of other resources to monitor daily market activity, stay current on all portfolio holdings, and make any changes to the portfolio as necessary.


 
 
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