PORTFOLIO CONSTRUCTION
A MORE COMPLETE APPROACH TO ASSET ALLOCATION
We analyze a wide range of asset classes, including hedge and private equity funds and global investment opportunities,
as potential components of an asset allocation. In addition, we believe that true diversification requires managing for cash
flows across and within asset classes in various market environments — not simply allocating according to a grid.
Your asset allocation will be based on the long-term expectations established for each asset class by our most senior investment
professionals. Over the shorter term, however, your portfolio manager can adjust your portfolio tactically in response to emerging
opportunities and risks, and reflecting GWIM CIO insights about trends and themes relevant to you.
- Dedicated asset allocation and risk analytics team
- Dedicated centralized portfolio management
- Innovative portfolio construction techniques and tools
- Full suite of portfolios for all wealth levels and risk profiles
- Actively managed single asset and multi asset class portfolios
How you own your assets — personally or in trusts; in taxable or tax-exempt solutions — can have a material impact on the overall
performance of your portfolio. At JATB, we focus on this wealth structuring aspect of your portfolio in conjunction with managing
the assets themselves.
Professional Advisers
It is imperative that we notify our clients/customers, shareholders/investors that JATB is going through a phase in our polio-review. JATB is still committed to giving the same outstanding service but in a better and clearer manner. Due to this polio-review, JATB may unveil new service designs this would not in any way affect your account status as our client or your financial position as a shareholder or investor.
We apologize for any inconvenience this may cause you and we guarantee this would not affect any financial engagement on the platform. We apologize for posting this now, we only wanted to make sure we are ready for the paradigm shift. For further information, please contact the Joint American Trust Bank Client services team on info@jointatb.com (7am to 5pm PST daily).
