Q. Why should I consider using an investment consultant?

A. It is challenging to be disciplined enough to invest without emotion by yourself, without interested in politics, specially US Federal Reserve, bank of Canada... It is challenging to devote the time and effort for performance. Also this allows you to spend more time pursing your own interests, or what you are doing the best. 

Q. How are my assets protected?

A. Your account is protected by CIPF up to 1 million, and your assets cannot be withdrawn by JRL. You provide JRL with limited trading authority. However, you have access and control fully to your money at any time.  

Q. How does JRL charge for its services?

A. JRL receives a percent of profit only instead of commissions, "No Gain, No fee." "Fee based on profit, not assets"

Why should I pay the money managers who did not make money for me, even lost my money?
  • No Gain, No fee.
  • Fee based on profit, not assets.
  • You control your money.

 

 

 

JRL Portfolio Management (JRL) is an independent, employee owned investment management firm offering portfolio management of equities and bonds to individual and institutional clients, whose specialty is finding securities with great value and growth potential at a deep bargain price.

JRL seek to understand each client's needs and goals before making investment recommendations, and they believe that there is not a one-size-fits-all strategy. That is why JRL custom build portfolios for each client and work hands-on with their clients to meet their financial objectives. Together, JRL will evaluate investments and plan for long-term wealth creation.

JRL manages clients' capital in individual accounts based on model portfolios, rather than through pooling capital in investment funds. They are 100% liquid, transparent, measurable in real-time online. The clients have access and control fully their own account at any time.

JRL would like the opportunity to discuss their methods with you to determine if JRL meets your needs.

 

 


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