THE “HOW”

Align all your investment goals

Making sure all members of your investment organization understand how the investment portfolio fits into the overall strategy of your enterprise.

Analyze Options

We interview each meaningful internal constituent to ensure there is consistency of goals and objectives. We help to ensure all constituents are aware of portfolio goals, objectives, and reporting requirements.

Prepare Recommendations

We develop a plan of action to ensure that your goals, objectives and decision making process are consistent with the goals of the enterprise, and communicated effectively to internal and external constituents.

Help with Implementation

We work with our clients to implement the recommendations and to judge their effectiveness.

John J. Gauthier, CFA

John and the JJG Advisory network works together with your company’s management team and board of directors to review all your financial materials and compile analysis and results. We present observations and recommendations for improvement with specific action plans and timelines for implementation.

We work together with your company to improve HOW you make investment decisions, not WHAT you invest in.

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Our Approach

THE “HOW”

Analyze Options

Prepare Recommendations

Help with Implementation

John J. Gauthier, CFA