Founded in 1992, Jackson Wealth Management is an independent, fee-only investment advisor. Founder George P. Jackson has been the CEO/CIO of the firm since its inception with the goal of delivering value to his clients and his associates. 

Securities Offered through Triad Advisors, LLC. Member FINRA/SIPC
Advisory services offered through Jackson Wealth Management, LLC. 
Jackson Wealth Management, LLC is an affiliate of Jackson Retirement Planning, Inc.
Jackson Wealth Management, LLC is not affiliated with Triad Advisors, LLC.

755 Primera Boulevard, Suite 1001

Lake Mary, Florida 32746

***Our Best Performing Model Portfolio***

March 13, 2018

Tuesday, March 13, 2018

 

Dear Friends,

 

As you know:

  • For simplicity, we number our Model Portfolios

  • 0 = least expected volatility

  • 12 = highest expected volatility

  • All clients and all JWM employees get the same trades at the same price at the same time – no favoritism, no bias – we are fiduciaries to our clients, we must by law do what is best for clients.

 

Our Best Performing Model Portfolio = Model Portfolio #12

  • Currently 17 growth stocks

  • We buy quality – you will recognize almost all of the 17 stocks that we currently own in this portfolio

  • We do not buy speculative stocks

  • 8 years independent CPA firm verified results, in accordance with Global Investment Performance Standards

  • 8 year cumulative performance (12/31/2009 – 12/31/2017):

    • +162.38%, net of all fees, costs, etc. ($1,000,000 turned into $2,623,800)

    • Outperformed its benchmark by +24.4%

  • +17.42% year-to-date performance 12/31/2017 – 3/12/2018*

 

For more details, call 800-578-3181x0 or reply to this email requesting the complete Global Investment Performance Report for Model Portfolio #12 that includes all disclosures.

Past performance is no guarantee of future results.

*unofficial results, YTD results have not yet been verified by an independent CPA firm

 

Please reload

Learn more about our complimentary 295-point Financial Checkup.

No Cost, No Obligation.