Company Overview

Founded in 2002, Jantz Management (JM) is an investment management firm with its principal place of business in Boston, MA. JM provides discretionary investment services to separately managed accounts, pensions and profit sharing plans, trusts and estates, foundations and charities, and corporations and other business entities.

We put our clients’ best interests first, disclose any actual or potential conflicts of interest, treat all client information in strict confidence, and, generally, adhere to the highest ethical standards managing client assets. Furthermore, we are only compensated through our clients’ fees. This means we do not receive any compensation other than our client fees. We do not receive commissions, fees, or bonuses from the investment recommendations we make from any third party, data or information that we derive from data sources.

In general, JM’s investment strategies are tailored for clients with a moderate to high risk tolerance and an intermediate to longer term time horizon in a diversified portfolio of equities. If you have any questions or would like to discuss how JM products may fit your needs, please contact us and we’d be happy to talk with you.

Structure

Massachusetts Limited Liability Corporation.

Fees and Expenses

Base management fee is 1% of assets under management on an annual basis, collected quarterly in arrears. Management fees are negotiable. Trading costs and custodial fees are set by the client’s broker.

E&O Insurance

Errors and omissions insurance with Evanston Insurance Company.

Minimum Investment

Institutional Investors: $1,000,000.
Individual Investors: $100,000.

Accounts

Individually managed separate accounts held by the client’s broker. Jantz Management LLC does not take custody of client’s funds.

Additions/Withdrawals

Monthly additions and withdrawals. Cleared funds or notice of redemption should be received 5 business days in advance to facilitate efficient account management.

Account Termination

Clients may terminate at any time. Jantz Management LLC may terminate with 30 days notice.

Neither past nor simulated performance is necessarily indicative of future results. This site does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation for any securities.