Portfolio Management

Effectively managing your investment portfolio without professional guidance can be difficult given today's complex and ever-changing financial markets. Juniper Green Asset Management, LLC provides active investment management services on a fee-only basis to its individual clients.

 

Unlike traditional full service brokerage firms which receive commissions when they trade your account, we manage client’s assets on a fee-only basis. Since there is no incentive for us to trade your account unnecessarily, your best interest is considered when investment decisions are made. Juniper Green Asset Management, LLC is dedicated to providing fee-only portfolio management that is both professional and client focused.

 

Juniper Green Asset Management, LLC will manage your discretionary investment accounts at Shareholders Service Group (SSG) or other designated custodian. We service a full range of account types including, but not limited to: IRA, Roth IRA, & Brokerage. For those clients seeking portfolio analysis and guidance rather than active portfolio management we are able to provide these services at the intervals you desire.

 

Account Types:

We service all styles of investment accounts.  Whether you’re an individual investor or a small business owner, we at Juniper Green Asset Management will gladly serve your investment needs. Accounts managed include:

· IRA

· ROTH IRA

· Rollover IRA

· SEP IRA

· SIMPLE IRA

· Brokerage / Cash Accounts

· Coverdell Education Savings Accounts

· JTWROS

 

 

 

 

 

 

 

 

 

Juniper green asset management, llc

providers of personal wealth management services