Investment Management
Trends attract followers. We help you pave your own future.
Financial goals set in dollars means you’re doing it wrong.
Of course you want to grow your wealth. But why you’re growing it, how you invest, and who will benefit from it are all important things we factor in when helping you design your portfolio.
Our objective is to bring intentional process to your assets. Many investors make decisions based on hearsay, emotions, and financial media guidance. But what none of those things take into account are you and your personal goals.
Personalized Strategies
Our ten unique investment strategies were developed to create an individualized approach to your investing. Each has a defined process that is overseen by our investment committee.
Individual Review
As a new client, the committee collaborates to review your plan and determine a custom blend of strategies, tailored to meet your goals and match your tolerance for market volatility.
Plan Monitoring
Your plan is continually monitored by your financial advisor and adjusted as your needs change. Because wealth grows, and people do too.
Your future is more valuable than a cookie-cutter portfolio. Reach out to an advisor and we can help you design a plan that accrues more opportunities for a fulfilling life.
Certified Kingdom Advisors®
Our dedication to our clients and our purpose as stewards of their wealth includes the continuous pursuit of knowledge and raising our practice to a higher level of expertise and understanding.
Additional Investment Management Insights
Retirement Plans for Business Owners
Most solo entrepreneurs work tirelessly to build something lasting, yet many miss key opportunities to secure their own financial future. Not long ago, I sat down with a business owner who had been faithfully saving for years. She had done everything “right” according to the advice she’d received: setting aside money diligently in a taxable…
Investing with Impact
At John Moore Associates, we are blessed to work with families who strive to express their heartfelt values, including their faith, in every aspect of life. Many of our clients already live out these convictions through charitable giving, aligning their financial blessings with their heart for generosity. Traditionally, this alignment has also meant screening out…
Clarity Amid Volatility
Joe Hegener is the founder of Asterozoa Capital Management and a seasoned fixed income portfolio manager. Joe joined us to share his insights into today’s complex bond market and the broader economic landscape-topics that matter deeply to investors in times of volatility and uncertainty. Watch below as we discuss interest rate trends, inflation risks, what’s…
Tariffs, Turbulence, and Timeless Principles
Why Perspective Beats Prediction The first few months of 2025 have reminded us that the market is anything but predictable. From sudden sell-offs to historic rallies, U.S. markets have been whipsawed by aggressive trade policies, shifting Federal Reserve signals, and emotionally charged investor sentiment. We’ve seen volatility on par with the early days of COVID-19…
Point of View with Fritz Meyer | February 2025
Fritz Meyer is an independent economist, market commentator, and long-time friend of JMA. He returned to speak with us again at Education Day 2025, providing his keen insights on the current state of the market. Watch below as he untangles complexity and illuminates what we know, what we don’t know, about our economy today: