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Asset Management

Practical TacticalTM is our proprietary investment strategy that combines the structure of traditional asset allocation with the flexibility of a tactical overlay. We have found it advantageous to use both of these investing styles in combination. This strategy is similar to using both a historical and current weather forecast to plan your vacation. By utilizing the investment platform created by AssetMark*, we have access to over 20 world class investment management companies to execute our strategy.

Our investment managers utilize a full spectrum of investment vehicles, including individual Stocks, Bonds, ETFs, and Mutual Funds. Each money management company has a different focus and specialty. The ability to blend these different approaches has allowed us to create our custom JT Financial Group investment models following our Practical TacticalTM investment strategy. This is by no means a stagnant “set it and forget it” strategy. We have discretion over all accounts and our investment models. This ensures that all moving parts are constantly being monitored to maximize their effectiveness in both the short term & long term.

We have guided our clients through both the “tech bubble” of 2001 and the financial crisis of 2008. Our belief is that investors love the good times, it is the bad times when our professional money management adds the greatest value. By utilizing these resources and taking prudent steps, we work hard to take the burden off of our clients and help them achieve their financial goals. We invite you to join us and experience Practical TacticalTM.

*Please see our separate article on AssetMark for more information.

AssetMark Investment Strategies

AssetMark, serving you and your financial advisor