ADVISORY SERVICES

Joselit Asset Management (JAM) provides advisory services which are tailored to the individual needs and desires of its clients. After consultations to determine a comprehensive understanding of the client’s financial position and goals, JAM works with the client to develop an overall financial profile and unique, personalized portfolios.

JAM actively manages client controlled brokerage accounts, investing in stocks, bonds and options. Trades in client accounts are executed free of commissions.