INVESTMENT STRATEGIES

Equity Strategies

• Active Equity Income

  • JCA offers active equity strategies for those investors seeking individual security ownership. Utilizing a combination of quantitative and fundamental factors to create targeted beta exposures coupled with technical and behavioral research to offer portfolios benchmarked against specific asset classes.

Fixed Income Strategies

• Domestic Broad Market Total Return

  • JCA offers this strategy with exposure to investment grade debt across sectors such as corporate debt, U.S. government debt, mortgage-backed debt, and municipal debt around a spectrum of duration targets dependent on the client needs and risk tolerance within a separately managed account to better suit the needs of our clients.

Balanced & Total Portfolio Strategies

• Target Risk Balanced Portfolios

  • JCA offers active managed strategies for those investors seeking total portfolio solutions. Utilizing a combination of quantitative and fundamental factors to create optimized allocations around a clients specific risk and return objectives. Targeted allocations coupled with technical and behavioral research to offer portfolios benchmarked against specific client objectives and needs.