Private Clients
A primary objective of Jon Tan Consulting is to recommend prudent, timely, and imaginative investment ideas… to be a firm that can be trusted to achieve complex financial goals in uncertain market environments.
Many individual investors have been financially hurt and disillusioned by the recent bear market and corporate scandals, after the euphoria they felt during the raging bull market of the late 1990s. Investors who attempted to manage their own portfolio are seeking advice from an investment professional. Investors who worked with a commission-based broker are concerned that trades may not be in their best interest, and are more comfortable with a fee-only advisor. Investors who have attempted to choose their own money manager have generally not developed serious criteria for their selection, may be disappointed in their returns, and would appreciate a disciplined approach to manager selection.
Financial Planning
Financial planners often adhere to static asset allocation models based on well-documented research. These static models may achieve the desired results over a very long-term time horizon; however, it is our experience that most individual investors do not truly have the patience or the short-term risk tolerance for such strategies. We believe that individual investors pay us to monitor the markets and recommend smart changes to their portfolio. Our unique asset allocation strategies are designed to provide short-term flexibility in order to protect principal during difficult market environments, and to generate superior returns over long time periods.
To provide such competent and thorough investment counsel, we must have a clear understanding of each client's needs, expectations, and goals. We initiate each client relationship with a "straight talk" discussion of their overall financial position, and then utilize our disciplined process of investment analysis. We are personal in our delivery of investment planning, investment analysis, and investment results to provide our clients with financial peace of mind.
