The JRL Portfolio Management Advantage

Why choose JRL?

• Strategy.
  JRL proprietary research and evaluation models are time-tested. JRL incorporates bottom-up fundamental analysis, diversification, and tax management strategies in selecting high quality, great value, and high growth securities for your portfolio.
  
   
• Results.
  JRL has worked with clients to secure their financial future. JRL's performance is a result of disciplined fundamental analysis.
  
   
• Services.
  JRL assists clients in prioritizing goals and developing an individualized investment plan to reach their goals. JRL manage separate accounts at leading low-cost brokers and strive to minimize transaction costs. JRL's only business is investment counselling and portfolio management. JRL does not sell products or offer brokerage services.

Employees of JRL invest their own assets in managed investment accounts, use the same investment strategies offered to their clients, and hold investments recommended to clients. Therefore, you can be sure JRL strives to avoid unnecessary transaction fees. You can also be assured JRL's ownership of investments will not adversely affect a client's position or purchase of any recommended security in any material way.

JRL' sole focus and core competency is private equity. We strive to offer a high level of service and flexibility to our clients and to proactively address their specific needs and objectives. The firm considers its significant advantages to be the following:

Full Service Private Equity Firm - JRL offers an extensive array of products and services to provide customized solutions for our clients. We have committed to private equity funds on behalf of our advisory clients. We also serve as an administrator on private equity investments. JRL prides itself on the highest quality service.

Experienced Team - JRL' senior investment advisory professionals have over years of combined experience in the private equity asset class. This broad base of experience is particularly relevant in understanding and implementing the goals and objectives of our clients and evaluating the quality of private equity fund managers.

Access and Market Presence - JRL has superior access to quality deal flow and proprietary knowledge of private equity manager performance. We are proactive in contacting top tier investment managers and establishing relationships prior to fundraising, while at the same time reviewing the vast majority of deals in the market. Our investment professionals will meet with a wide variety of investment managers to constantly monitor the state of the market and search for the next generation of top quartile investment managers.

Investment Selectivity - JRL employs a rigorous due diligence process in selecting investment managers. We are not momentum investors and do not follow a herd mentality. All investment opportunities are carefully evaluated and rejected if they do not meet our stringent investment criteria.