Joselit Asset Management (JAM) actively manages client owned and controlled brokerage accounts providing individually tailored portfolios. Using both fundamental and proprietary technical analysis, JAM manages accounts with a focus on long-term investing in stocks, bonds and options.
Transparency -- The client, at any time, can access the managed account and view all of the investments. The client can monitor every trade performed by JAM and therefore has complete knowledge of the detailed activity of the account.
Accountability -- Because of the structure and philosophy of JAM whereby the client has open access to monitor every investment, JAM is highly accountable for all of its decisions and trade executions.
Control -- The client has full control over his account. Funds can only be moved in or out of the account by the client. All account access and settings are controlled by the client, and the client can close the account.
Reduced Costs -- In a managed account at JAM, the client pays no loads or fees that would ordinarily be associated with a fund. Trades in client accounts are executed free of commissions.
Superior Trade Execution -- Mr. Joselit has executed over a million trades in his career. As such, he is able to take advantage of certain movements in the markets (for example, large fund inflows and liquidations) to obtain better prices for clients, especially during periods of higher volatility.
Personalization -- Every client has different needs and financial goals. Managed accounts provide the flexibility to perfectly tailor accounts to the specific investment needs and desires of clients.
Performance -- Accounts managed by Mr. Joselit have historically achieved strong market returns.