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 individual portfolios as well as our RMBS securities fund.  In 2009 we returned 27% in our defensive client portfolios, 36% in our RMBS fund, versus 26% for the market.  In the 2008 credit crisis our defensive client portfolios were only down 25%, our RMBS fund down 12%, versus down 38% for the market.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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