JMN Financial LLC

Family Office — Wealth Management

Portfolio Management and Personal Financial Management for Individuals seeking diversity in their investments and comprehensive Financial Planning.

 

JMN Clients have experienced superior returns in both their individual portfolios as well as our RMBS securities fund.  In 2009 we returned 22% in out client portfolios, over 30% in our RMBS fund, versus 19% for the market.  More important in the 2008 crisis our client portfolio were only down 19%, our RMBS fund down 10%, versus down 38% for the market.

 

We fully integrate clients tax, estate planning, investment management, and business planning to meet objectives.

 

We are not sales people like most financial professionals.  We are experts in portfolio management and financial planning and have extensive experience in all types of markets with many different types of clients.  JMN’s principal uses the same asset allocation strategy to manage family investments.