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Our Services
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When You Retain St. Johns, We Will...
- Establish your investment objectives, time horizon and risk tolerance levels.
- Analyze your existing investments.
- Customize an optimal investment portfolio for your needs and goals.
- Fund each asset class using individual stocks and bonds, or no-load mutual funds.
- Monitor the economy and the financial markets, and on your behalf, make adjustments to your portfolio consistent with your objectives.
- Report to you on a quarterly basis, providing performance, asset mix, and appraisal of investments.
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As a Client of St. Johns...
- Your personal account administrator is available to address your day-to-day concerns or needs.
- Your portfolio manager frequently reviews your portfolio to ensure that you are invested per your objectives, and is always available to discuss your investment strategy and individual investments.
- Your securities and cash are held by a broker or custodian and a written confirmation of any transactions as well as a monthly statement are sent directly to you.
- St. Johns provides you with a quarterly report summarizing and appraising your current holdings, including performance.
- St. Johns informs you of our opinions on the economy and the markets through our "Market Commentary."
- Call us, we are available anytime as an advisor to meet your corporate needs as well as to meet the specific needs of you and your family in planning for retirement, education, and estate preservation.
10060 Skinner Lake Drive, Suite 501, Jacksonville, Florida 32246
Tel (904) 399-0662 (800) 992-3150
Fax: (904) 346-0047 sjim@sjim.com
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