Client Service

JWS Capital Management works for you—our job is to act as stewards of your money by seeking returns that conform to your risk parameters.

We recognize the confidence you place in us, and by the same token, assure you of our best efforts on your behalf. Our commitment to you includes a personal service model you can count on. Here’s what you can expect:

• Initial consultation to clarify objectives and establish risk tolerance;
• Monthly investor letter comprising market views, investment insights, and general portfolio activity;
• Daily account transparency on Interactive Brokers;
• Quarterly portfolio re-balancing;
• Quarterly phone call;
• Annual meeting.