JASi Financial, Inc. offers ongoing portfolio management, financial planning, and retirement plan consulting services. JASi Financial tailors its investment strategy to each client's specific goals, risk tolerance, and time horizon using modern portfolio theory. JASi Financial focuses on long-term, buy-and-hold investing primarily through diversified, passively managed mutual funds, exchange-traded funds, real estate funds, and fixed income securities. In addition to individual wealth management, JASi Financial provides pension consulting and retirement plan participant investment advice.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees are generally negotiable.