Join 924 investors who get actionable, evidenced-based wealth management insights delivered directly to their inbox.
Subscribe

Investment Services

One Clear Philosophy

Our Core Investment Beliefs: Disciplined Investment. Proactive Management.

  • Risk and expected return are related.
  • Financial markets are efficient at processing information. Security prices reflect the knowledge and expectations of all investors.
  • No one can predict the future of financial markets.
  • Investment portfolio construction and management require planning, structure and discipline.
  • Investment diversification, achieved by a structured asset allocation, provides risk management.
  • Periodic portfolio balancing maintains asset class diversification and adds the discipline of buying low and selling high.
  • Controlling investment costs, income taxes and asset placement increases net investment return.
 

We want to hear from you!

Montgomery

866.676.2701
info@jt-am.com
200 Commerce Street
Suite 300
Montgomery, AL 36104
Map

Dothan

334.793.7001
info@jt-am.com
304 Jamestown Boulevard
Dothan, AL 36301
Map

Receive Our Newsletter

Close