Personal Wealth Management
In their search for robust investment management, our clients mostly fall into one of two categories: people who have never had a relationship with an investment management firm, and people who are “done” with the one-size-fits-all big brokerage house solutions. JDH evaluates your specific circumstances to build an investment management plan that suits your needs and goals. We work with companies like Dimensional Fund Advisors, AQR Capital Management, and Stone Ridge to create investment plans that rely on evidence-based strategies for wealth preservation and growth. Our fixed income trading desk through BAM Advisor Services works only with investment-grade bonds, with stringent requirements for long-term holdings. JDH’s investment management philosophy is based on an academically-based approach, seeking to minimize risk and increase the odds that you reach your investment goals. We’d love to meet you and see if we could be a good fit for helping you meet your investment goals.