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Jensen Investment Advisory Services is a boutique Investment Adviser offering a variety of fee only services. Whether you require active management of your investment portfolio, or just sound advice on a regular basis, Jensen Investment Advisory Services is here to help you achieve your financial goals. We pride ourselves on providing personalized service to the average investor on a level previously available only to the wealthy, with fees you don't have to be rich to afford. The Ponytailed Pundit (as seen in Barron's Market Watch) is the bimonthly investment and financial markets newsletter written by John Eric Jensen, principal of JIAS. You will find his most recent prognostications and punditry, as well as links to past issues, on The Ponytailed Pundit page of this web site.
During the late 1990s it seemed that all the market ever did was go up. This was the 'new economy', the new paradigm! Unfortunately, like my little friend on the left here, more than a few have found out the hard way that markets love to prove the conventional wisdom wrong. Many people rushed into the market simply because it was the place to be! All their friends were in the market and they were'nt about to miss the boat. Investing is serious business. Is'nt it about time you got serious? This is your money, your savings, your retirement we're talking about!
My little friend on the right is better off than most. He realized that there's no such thing as a sure thing when it comes to the market. He also knew what he did'nt know about investing. Most importantly, he had a plan! If you feel the time is right for you to have a plan, contact JIAS today. A comprehensive review of your investments, both retirement and non-retirement, is the first step toward developing an investment strategy. By focusing on the big picture of your overall financial goals and needs, JIAS is able to develop an investment plan tailored to you. Overall asset allocation is suggested based on your individual needs and risk tolerance. At JIAS we work on a fee only basis. We earn no commissions for selling you any third party products or services. Client assets in managed accounts are held in custody by the registered broker/dealer of your choice. Our preferred provider of custody services is Vanguard Brokerage Services. Our clients are our only concern. We invite you to examine the services we offer by exploring this web site or by contacting us to determine whether the services of an Investment Adviser are right for you. Jensen Investment Advisory Services is an Investment Adviser as defined by the Investment Act of 1940 and may only transact business or render personalized investment advice in those states or international jurisdictions where we are registered/filed notice or otherwise exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where JIAS and its affiliates are not registered or licensed shall be limited so as not to trigger registration requirements. |
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