Our Investment Discipline
Our investment philosophy is Smart, Simple & Powerful. We believe the investment experience doesn’t have to be confusing or complicated. At Jenkins Wealth, we take pride in our ability to design great portfolios, and as the creators of AssetLock™, we help to protect the profits as the account grows.
There are 3 important aspects to investing that remain the forefront to our advice.
We believe our management strategies set us apart from many investment managers. We don’t pretend to predict the market — that would be foolish. Rather, our proprietary process is a demanding set of rules that is based upon a Technical Analysis of the stock markets, and uses a strict discipline when following those rules. Our data-driven models recommend investment changes based on market conditions, and our firm makes changes to the portfolios based upon our process.
At Jenkins Wealth, we offer an array of services to help you plan for the future you deserve.
1. We are the creators of Assetlock™ technology.
Jenkins Wealth created Assetlock technology to watch our client’s accounts on a daily basis to help ensure that there is a limited downside loss to the client’s portfolios. See the AssetLock Videos for more information.
2. We deploy superior asset allocation in our portfolios.
Many firms talk about asset allocation, but few properly address this for their clients. We believe our investors benefit from Jenkins Wealth’s constant attention to managing portfolio risk with the intent of reducing downside volatility. Because we rigorously follow our models, investors know what to expect from us. After all, pacing and discipline is what’s needed to win any long distance race, and long-term investing is no different.
3. Our commitment to your success.
The founders of Jenkins Wealth have been recognized for their on going efforts to educate investors on how to invest for success. This focus has brought about nationwide recognition by major media outlets as a trusted source of information and knowledge on investment topics. This is also supported by the published book “Five Rules Every Investor Must Break.”
4. Straight-forward and transparent fees.
Jenkins Wealth is a fiduciary, which means that we will always act in your best interest as your trusted investment manager. Unlike many other investment professionals, we do not receive any commissions or bonuses based on our investment products inside the managed portfolios. Therefore, we will always create an unbiased investment solution that best suits you.
5. Your money is held at an independent custodian.
The investments we manage for you are held in your name by an independent qualified custodian, Charles Schwab & Co., Inc.. Jenkins Wealth only has limited authorization to trade securities with discretion, deduct our quarterly management fee from the account under management and request funds to be sent directly to the client. We have no other access or authority to your account(s).