Today’s investment advisory landscape presents a host of choices for money management—ranging from robo advisors and exchange-traded funds, to discount brokers, mutual funds, and investment advisory firms. Combine these choices with the delivery options offered by marketplace disruptors, such as Fintech purveyors and Big Data, and it’s easy to understand how investors can be confused on how best to move forward.

Good money management, no matter how it’s packaged and delivered, boils down to a few basic strengths an advisor must demonstrate. These traits then form the bedrock of a successful client experience, and begin with having empathy and willingness to listen to the investor to identify goals, clarify objectives, establish risk tolerance, and set a reasonable time horizon. This is followed by the capability to sift through the marketplace noise to develop sound investment themes. Next is the ability to generate above-market returns while controlling risk. The final component is the skill to do it all at a cost that represents real value for the investor.

JWS Capital Management does all of these:  It melds the benefits of professional management with an analytical periscope to identify and capitalize on trends outside the direct sightline of more traditional providers.

Serving individuals and institutions alike, the firm stands behind its work:  if you make money, the firm shares in the financial rewards; if not, it foregoes its incentive fee.