FJY Investment Management Services

In addition to and in concert with financial planning, Fox, Joss & Yankee provides investment management services to ensure your plan stays on track. Together we review key milestones and metrics, and we will make recommendations for adjustments as needed.

Fox, Joss & Yankee Investment Philosophy
Let us begin by describing what Fox, Joss & Yankee is not. We are not market timers or stock pickers. We do not attempt to forecast future market behavior by tactically overweighting or underweighting particular sectors or asset classes. We do not subscribe to the belief that managers can consistently outperform the “market” over long periods of time.

We do believe that markets do a decent job of fairly pricing securities; thus, differences in portfolio returns can be explained by differences in risk. This is the science of investing: additional investment return requires additional portfolio risk.

Our proven approach enables us to customize an approach that aligns with our clients’ goals and dreams. The key tenets are below; please click on each one to read more:

Risk and Return are Related
Diversification is Key
Portfolio Structure Determines Performance
Investing Successfully Requires Discipline

  • Fox, Joss & Yankee Fees

    Fox, Joss & Yankee’s fees are based upon an estimate of the time it will take us to complete the projects. Clients typically incur fees of $500 to $3,500 per project. Our project fees are based upon complexity of the client’s situation and the type of service provided.

    Our ongoing management fees are based on assets under management (AUM) with a minimum tied to client complexity and services provided.