The Four Cornerstones of Prudent Investing
The Jentner ProActive Investment Strategy™ is a passively-engineered investment strategy based on four cornerstones of prudent investing. These cornerstones guide our investment process, the construction of portfolios, and the management of accounts. Our investment strategy is designed to comply with the Uniform Prudent Investor Act.
Your organization cannot afford these risky behaviors. Instead, The Jentner ProActive Investment Strategy™ is globally diversified, passively engineered, and focused on long-term returns while reducing overall risk. We do this by choosing institutional asset-class funds, index mutual funds, and exchange-traded funds. Jentner concentrates on global diversification, looking at the total portfolio instead of the individual investments within it. The result is positive, attractive returns over most market cycles.
(1) Comparing Returns Between Investments by SunGard
(2) S&P Indices Versus Active Scorecard by S&P Dow Jones Indices LLC
(3) Percentage of S&P 1500 Companies Underperforming by 15 Percent or More by FactSet Research Systems
(4) The Quantitative Analysis of Investor Behavior by Dalbar
Get the Facts
It’s important to understand the reasoning behind your investment philosophy. Read our white papers to learn why we implement a passively engineered investment approach.