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.
Fees and Expenses
Individual Investors: $100,000.