NJ Capital Management provides tailored portfolio management services to individuals, high-net-worth clients, trusts, estates, and business entities. NJ Capital Management customizes portfolios based on each client's specific investment objectives, risk tolerance, time horizon, and financial circumstances, monitoring them on an ongoing basis with authority to make trades without asking first. In addition to individual accounts, NJ Capital Management serves as the investment manager for a private pooled investment vehicle called NJ Capital Partners, LP, which is designed for eligible accredited investors. The firm utilizes various asset classes including equities, fixed income, exchange-traded funds, mutual funds, options, commodities, and alternative investments, employing fundamental, technical, and macroeconomic analysis to construct diversified portfolios.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may differ and are negotiable based on specific circumstances. Certain eligible investors may also be charged a 20% performance fee subject to a 7% annual hurdle rate.