We are long-term, fundamental investors. We do not believe in timing the market (when investors buy and sell stocks based on expected price fluctuations). JWM shares the same approach as Warren Buffet when it comes to investing and, as a result, we continue to meet/exceed our clients' goals.
JWM does not charge any management fees on cash/money market/cds/treasuries. We charge a percentage of assets under our management structure.
Charles Schwab serves as JWM's custodian of each of our client's assets.
A Fiduciary is an individual who is ethically bound to act in another person's best interest. This obligation eliminates any conflict of interest concerns and ensures that our advice is trustworthy. Unlike traditional brokerage firms that are able to recommend products that are more “suitable” to the investor, we MUST recommend what is most suitable for each of our clients. It also means that we:
Our clients know that if they need to speak with us at night or over the weekend, we are committed to being responsive.