Welcome to JTFM
JTFM provides investment consulting services to individuals, trustees, family offices and charities.
Everyone, whether you are an individual, trust, family office, company or charity faces significant challenges when it comes to the management of investable assets. How to set investment objectives? What is the appropriate investment strategy? What are the risks? How much risk to take? Are they the right types of risk? How much to invest? Who to invest with? How much to pay? What does adequate performance look like? Is it right to move manager? How to move manager? The questions are endless.
JTFM was established to help provide answers to these questions. We are experts at solving real-life investment challenges. Using in-depth industry knowledge, decades of practical experience and rigorous research, we aim to make distinctive, lasting and significant improvements to the management of our clients’ investments. We work collaboratively with our clients and their advisers to ensure that the decisions are understood and that the right goals are met.