After 15 years of service and $550,000,000.00 in client assets with an outstanding firm, I have transitioned to an open-architecture platform under a unique Fiduciary standard. Registering Jardine Financial Group, LLC with the State of Texas under this standard binds us to act only in the best interest of our clients. This platform provides our clients with access to investments overlooked by many commissioned brokers. Jardine Financial Group has a disciplined approach to portfolio construction, ongoing due diligence and risk monitoring. The approach combines a top-down macro-economic view with a bottom-up investment selection process and employs rigorous risk management at the portfolio level to achieve targeted risk-adjusted returns. Portfolio weights reflect strategic and tactical views regarding the risk, return and correlation prospects for each investments. These strategies allow us to reduce risk in our portfolios and provide protection against a correction in equities.
Jardine Financial Group, LLC is a Registered Investment Advisor licensed in Texas. We manage assets held with Vanguard, Schwab, Fidelity, and TD Ameritrade.