We accomplish this by being completely transparent, objective and reliable while always putting our clients first. We are fee only, meaning we do not sell commission generating investment "products." We employ old fashioned investment management. More specifically, we perform fundamental and technical research and analysis to search for individual stocks that have a great financial story and appea
r to be at an optimal time to buy/sell in our professional opinion. Lastly, we research over 30,000 mutual funds looking to find investment managers we consider "best in class." Our criteria include, but not limited to: results vs. benchmark, manager tenure and Sharpe ratio. JB Meridian Advisors claims compliance with the CFA Institute Asset Manager Code of Professional Conduct. This claim has not been verified by CFA Institute.
