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Our Mission Statement |
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Logically, our mission requires expert portfolio asset management, investment planning and efficient tax investing. JAE Consulting provides these services for individuals, small businesses, trusts, retirement plans and charities that have manageable assets of at least two hundred fifty thousand dollars. Every investment account is managed separately and customized with individual stocks, bonds and mutual funds to match the client's risk level and investment objectives. JAE Consulting does not sell any product, collects no commission or hidden fees, nor are we affiliated with any other firm. We work only for our clients, free from conflicts of interest. "Old fashioned principles such as hard work and success are not out of fashion". "There's no substitute for experience and proven performance". "Your financial growth is our utmost concern".
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