Since 2002, Jantz Management has worked to create value portfolios to meet long-term financial goals for individual investors, RIAs, institutions and foundations. Have questions about our approach? We would be glad to talk further!  

Value investing provides diversification in a portfolio to help support and create long term investment growth.  Our belief is that Jantz Management's quantitative focus on undervalued stocks will outperform comparable Value Indexes over time.  

Our team is committed to helping you invest your funds responsibly--sustainable responsible investing has been shown to be a serious investment option for those concerned about building a sustainable future.

Chris Jantz, CEO, strongly believes that investing for value should still be done responsibly.  Her company (since 2002) was one of the pioneers in quantitative SRI  investing.  Jantz Management continues to advocate for strong shareholder values and responsible investing.  This includes shareholder activism, proxy voting, climate change initiatives, and investing in companies that promote a sustainable future by reducing fossil fuel consumption.  

As an MIT Sloan graduate, Chris used her previous math, statistical and management consulting expertise to develop a quantitative approach towards value investing.  The mathematical model she created targets S&P companies that are undervalued while screening out companies that are less environmentally friendly.  Jantz Management's active investments differ from passive value indexes by specifically targeting undervalued S&P  companies.

Jantz Management's philosophy is that investors should consider diversifying a portion of their assets in long term U.S. value stocks. Value  strategies  historically outperform growth when the economy expands and investors move assets into undervalued stocks resulting in price appreciation. 

JM"s  approach exploits market trends, buying miss-priced stocks with future potential.