Starts with establishing the most complete understanding.
Your relationship with JK Marshall Mercantile begins with a discovery phase. You’ll have a meeting with one of our investment professionals so we can determine your financial goals and priorities, as well as any special financial circumstances that we need to be aware of. This approach enables us to develop a personal investment strategy that’s optimized to meet your current and future needs.
The information you provide us with during this initial meeting enables us to clearly identify general asset classes and specific products that are best suited to your circumstances.
As our client, we can provide you with continuing education and guidance to help you conduct your financial affairs optimally and to expand your perspective so that adverse market events are less likely to affect your progress toward your goals.
Just as we’re extremely diligent in defining a client’s financial profile, JK Marshall Mercantile is equally meticulous in identifying and selecting assets that are appropriate for each individual portfolio. We commit significant resources to research, both in-house and through third-party sources, to ensure that the investments we recommend provide maximum returns while conforming to your risk tolerance, even as markets change.
Of course, we always seek out investment opportunities with a strong potential to outperform the market averages. At the same time, we’re careful to consider all possible risks associated with every investment, weighing them against your tolerance. At JK Marshall Mercantile, risk management is always a serious consideration.
All JK Marshall Mercantile investment professionals are selected based on their exceptional skills in their specific fields. Once they’ve joined our team, they all work together, combining their knowledge to deliver powerful solutions across a range of asset classes and markets.
Our professional staff holds regular meetings in order to analyze the investment landscape in the context of the current macroeconomic climate. They discuss any investment opportunities or evolving risks that might warrant a change in strategy. Major changes are rarely necessary, but we’re cognizant of the need to be prepared.