Investment advisory services offered through J2 Capital an SEC Registered Investment Advisor.
J2 Capital Management claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. J2 Capital Management has been independently verified for the periods July 1, 2008 through December 31, 2016. The verification report is available upon request.
Verification assesses whether (1) the firm has complied with all the composite construction requirements of the GIPS standards on a firm-wide basis and (2) the firm’s policies and procedures are designed to calculate and present performance in compliance with the GIPS standards. Verification does not ensure the accuracy of any specific composite presentation.
J2 Capital Management’s investment strategies are appropriate for investors with a long-term time horizon only. Contact J2 Capital Management for a discussion of the risks when evaluating model portfolio results or if you have other questions concerning the calculation of our investment returns. J2 Capital Management reserves the right to change previously reported total figures should significant discrepancies be discovered without notification.
Past Performance is not indicative of future results. Investing involves certain risks. Please discuss with a qualified tax or investment/financial professional prior to investing. Models and strategies are for informational purposes only. J2 Capital Management is not responsible for individuals implementing models discussed on this site. Each model or strategy has a different risk profile. Some clients may own one or several of our strategies.
We offer investment advisory and supervisory services to clients (principally individuals, professionals, corporations, university professors, and qualified retirement plans) in accordance with the investment objectives stated by the client. In providing these services, the J2 Capital Management uses its discretion with respect to the purchase and sale of investment securities on behalf of the client in accordance with the stated objectives. J2 Capital Management may invest the client’s assets in a range of securities, including exchange-listed and over-the-counter equity, mutual fund shares, corporate and government debt securities, commercial paper, and certificates of deposit; and it may employ trading strategies including long- and short-term trading, short sales, margin transactions, and option writing. Transaction fees on ETF’s and Stocks will be paid by the client in addition to J2 Capital Management’s annual management fee. The average transaction cost for an ETF or stock through our custodian TD Ameritrade is roughly $9.99 per trade unless we hold over 30 days which in most but not all cases we do. Please see our ADV Part II for more information on our annual management fees which vary by model and amount invested.
Information presented is for educational purposes only. Nothing on this website should be meant as investment, legal, tax or any advice of any manner. (Please review our Investment Disclosures when reviewing any of J2 Capital Management’s Investment Strategies contained on the “Strategies Offered” page or when visiting any of our other properties (Twitter, Facebook, Linked-In, RS-Leaders.com).
WARRANTIES & DISCLAIMERS
There are no warranties implied.
J2 Capital Management is an SEC Registered Investment adviser located in Troy, MI. J2 Capital Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. J2 Capital Management’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of J2 Capital Management’s web site on the Internet should not be construed by any consumer and/or prospective client as J2 Capital Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by J2 Capital Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of J2 Capital Management, please contact the state securities regulators for those states in which J2 Capital Management maintains a registration filing. A copy of J2 Capital Management’s current written disclosure statement discussing J2 Capital Management’s business operations, services, and fees is available at the SEC’s investment adviser public information website -www.adviserinfo.sec.gov or from J2 Capital Management upon written request. J2 Capital Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to J2 Capital Management’s web site or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. This website and information are not intended to provide investment, tax, or legal advice.
The information contained herein has been compiled from sources deemed reliable and it is accurate to the best of our knowledge and belief. However, (J2 Capital Management) cannot guarantee its accuracy, completeness, and validity and cannot be held liable for any errors or omissions. Changes are periodically made to this web site and may be made at any time.
All information contained herein should be independently verified and confirmed.
J2 Capital Management does not accept any liability for any loss or damage whatsoever caused in reliance upon such information.
Current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by J2 Capital Management made reference to directly or indirectly by J2 Capital Management in its web site, or indirectly via a link to an unaffiliated third party web site will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges nor the impact of taxes, the payment of which would have the effect of decreasing historical performance results.
Certain portions of J2 Capital Management’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, various positions and/or recommendations made by J2 Capital Management and/or those of other investment and non-investment professionals as of a specific prior date. Due to various factors, including changing market conditions, such discussions and/or positions may no longer be reflective of current position(s) and/ or recommendation(s). Moreover, no client or prospective client should assume that any such discussion or information presented serves as the receipt of, or a substitute for, personalized advice from J2 Capital Management, or from any other investment professional. J2 Capital Management is not a law firm or accounting firm, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Blog Terms and Conditions:
This investment blog (the www.rs-leaders.com) is created and authored by John E. Benedict (the “Content Creator”) and is published and provided for informational and entertainment purposes only (collectively, the “Blog Service”), The information in the Blog constitutes the Content Creator’s own opinions. None of the information contained in the Blog constitutes a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You understand that the Content Creator is not advising, and will not advise you personally concerning the nature, potential, value or suitability of any particular security, portfolio of securities, transaction, investment strategy or other matter. To the extent any of the information contained in the Blog may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person.
From time to time, the Content Creator or its affiliates may hold positions or other interests in securities mentioned in the Blog and may trade for their own account(s) based on the information presented. The Content Creator may also take positions inconsistent with the views expressed in its messages on the Blog.
The Content Creator is an IAR with J2 Capital Management.