MANAGER RESEARCH & DUE DILIGENCE
Dedicated manager and solutions research team on the entire platform of Mutual Funds, Separate Accounts, Exchange Traded Funds, Indices,
Hedge Funds, Private Equity, Real Estate, Real Assets.
- Fiduciary Investment Committee
- Environmental, Social and Governance (ESG) and Impact Investing research
- Research Analysis
- Manager Insights Analysis
- Strategic partnership to allow for coverage of over 1,800 funds and managers
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).
