A strong personal relationship with each client is important to us. Personal conferences are held with each client to assure that we understand the financial situation, objectives and risk tolerance of each individual investor. A management style is then mutually agreed upon, and adjusted as necessary as the client's situation changes.

We trade client’s accounts under a Limited Power of Attorney arrangement, where funds remain in the client’s own brokerage account at all times and investment decisions are at the discretion of the firm. Clients receive copies of all the trade confirmations and statements directly from their broker. Most of our clients can access their portfolios 7 days a week, 24 hours a day through the internet.

Please read our ADV Part II brochure for more complete information about JAS.Smith Advisors before committing to our investment management service. A full discussion of your financial situation must be held with us to determine suitability of our investment style to your situation before we agree to manage your account and invest your funds.