Denver, Colorado
Our primary investment strategy is to invest mostly in Exchange Traded Funds (ETFs) which we believe are trending stronger than the S&P 500. Our analytic model is reviewed on a weekly basis.
Asset Protection and our Exit Strategy
Do you have an Exit Strategy? Most investors do not.
They may invest funds according to some method but rarely institute any kind of Exit Strategy. We believe protecting client principal is highly important, and at least as important as returns, if not more so. James H. Morgan is a Certified Financial Planner™ and an Investment Advisor Representative. That means he has a fiduciary duty to act in your best behalf.
Equity Investing
We are unique in our approach to equity investing.
Our approach to equity investing is based on the idea of choosing securities which show relative strength with broader based indices, such as the S&P 500. Traditional asset allocation specifies combining assets whose value moves independently of each other (i.e. they are non-correlated). This means those different assets will sometimes move in the same direction as a broader index, but often will not, leading to one where the S&P 500 is moving higher but some parts of the portfolio moving lower. I believe that relative strength investing can improve on that traditional approach. James H. Morgan Asset Management largely seeks investments which may show greater strength the S&P 500. James H. Morgan is a Certified Financial Planner™ and an Investment Advisor Representative.
Money Management
Get rid of the headache!
My firm helps our clients reduce stress and regain their lives by providing full management of their assets, investment portfolios, and cash. We know financial markets are driven by a wide range of factors, we assist clients by focusing on principal protection, relative strength investing and sound financial planning. Our firm values are key to establishing credibility, trust and expertise, which we keep in the highest regard.James H. Morgan is a Certified Financial Planner™ and an Investment Advisor Representative.
Financial Planning
Whether you are wealthy or not, we want to work with you to help achieve your goals.
Our thorough process will put together both short and long-term strategies that are customized to your specific situation and will closely work with you to find a managed solution for you. The areas of focus can include: Strategies to best grow and maintain your assets. Working with my firm may help relieve the burden of planning, and administering your financial responsibilities.
*All investing involves risk which the investor should be prepared to bear. Past performance is no guarantee of future returns.
step in the right direction