Jerrmar Capital Management is an SEC registered Investment Advisor. Our Invesment Advisory Service begins with you, the client, where our objective is to structure your account specifically to meet your reasonable investment objectives. We will discuss your needs and expectations from your portfolio as well as make future recommendations on how to best realize your investment objectives. To meet your financial goals, we will discuss your current income needs, future expectations, risk tolerance, family situation, work expectations, and other factors affecting your financial well being.
Your portfolio will be structured with an asset mix to specifically meet your investment objectives and provide a reasonable level of income within your risk parameters. Your asset mix can change to meet varying market conditions. We do not take custody of your assets. You may select a third party brokerage firm to provide custody of your account and execute trades as directed by our firm.