A Freighting Theme Has Been Brought To Our Attention

Over the past several weeks, a theme has emerged that I wanted to take a moment to discuss. This situation has come up both with current as well as prospective clients and I wanted to put a short piece together which we can refer back to, hopefully for years to come. In my relatively short… Continue reading A Freighting Theme Has Been Brought To Our Attention

JSPM-OMAHA Growth Model Portfolio Takes Flight

Hello again. In the past few weeks I have been hard at work building my first portfolio model under the JSPM Brand. As of this week, the portfolio is up and running and the first several clients have been transferred in. The portfolio is an equity growth strategy designed to generate an above-average, risk-adjusted rate… Continue reading JSPM-OMAHA Growth Model Portfolio Takes Flight