Prudent Investment Management

Jentner creates and manages a custom, well-diversified investment portfolio for each of its clients using a process validated by empirical evidence. Our investment management strategy incorporates three strategic actions: sophisticated asset allocation, broad diversification, and disciplined ongoing rebalancing.

Performance-Driven Investment Allocation
The investment process begins by designing a risk-appropriate investment allocation for each portfolio. Each client requires a custom allocation to match client goals and risk tolerance, as studies show that investment allocation is the most important factor in performance. The creation of your unique allocation is based upon the Noble Prize-winning modern portfolio theory.

Diverse Array of Asset Classes
Our in-depth analysis guides the investment of your funds into a broad range of asset classes, allowing you to invest in more than 10,000 companies around the world. This strategy is designed to avoid being over-concentrated in the wrong areas or missing out on unexpected returns in others. Broad diversification provides confidence and peace of mind and can deliver a higher-than expected return over time because investors are comfortable remaining fully invested throughout market cycles.

Disciplined Rebalancing
We employ disciplined rebalancing to maintain the original portfolio allocation, while seeking to mitigate risk and enhance returns. Periodic rebalancing analysis seeks opportunities to take advantage of market fluctuations without the hazards of attempting to time the market. The primary focus when rebalancing is to ensure the original asset-class allocation is achieved. This keeps the portfolio’s allocation on target.

Through these strategies, many investment challenges and temptations are overcome, providing your organization with the ability to achieve an above-average long-term investment experience.

Safety Is Paramount

Jentner does not take custody of client funds. Clients have 24/7 access to statements and values and are provided protection against fraud or institutional collapse as assets are held in individual accounts in the organization’s name.

As registered investment advisors, we are held to a fiduciary standard. Total transparency ensures you always know where your money is.