• ABOUT US

    JAMCAP Investment Management is a fee-only registered investment adviser headquartered in Chicago, Illinois. We offer comprehensive wealth management services to individuals and families and treasury management services to small businesses.

     

    JAMCAP works with an independent, third party custodian, TD Ameritrade Institutional, which is a leading provider of comprehensive brokerage and custody services to more than 5,000 fee-based, Independent Registered Advisors (RIAs) and their clients. In an effort to support our clients' achievement of their goals, we build portfolios based on decades of capital markets research and an investment philosophy which seeks to achieve an efficient long-term strategic allocation of capital consistent with unique client objectives. JAMCAP has considerable experience advising business owners on strategic and financial considerations in addition to offering capital advisory and allocation services.

  • OUR APPROACH

    No one controls how capital markets behave. However, we can help investors control how they participate in those markets.

    Independent

    JAMCAP Investment Management is independent and unbiased. We believe markets are efficient and we help our clients stay disciplined through varied market conditions. We will never push product and our fiduciary responsibility is our primary focus.

    Consultative

    Each investor is unique. We focus on helping clients stay diversified. In doing so, we seek to minimize fees and costs, determine an appropriate savings rate, investment time horizon, and asset allocation.

    Disciplined

    We help clients develop an investment philosophy they can understand and stick with, so they can focus on activities within their control.

    Tax Efficient

    Taxes and misguided attempts to outguess the market create friction and drag against realized returns. JAMCAP endeavors to minimize these effects by implementing pervasive, and persistent tailored investment plans.

  • DIMENSIONS OF EXPECTED RETURN

    Over time, these dimensions deliver systematic differences in expected returns. We construct portfolios to capture these dimensions in a cost-effective manner.

    MARKET

    Equity premium - stocks vs bonds

    COMPANY SIZE

    Small cap premium - small vs large companies

    TERM

    Term premium - longer vs shorter maturity bonds

    CREDIT

    Credit premium - lower vs higher credit quality bonds

    RELATIVE PRICE

    Value premium - value vs growth companies

    PROFITABILITY

    Profitability premium - high vs low profitability companies

  • GENERAL INQUIRIES

    For client service and prospective client consultation, please reach out.

    JAMCAP LLC
    909 Davis Street
    Suite 500
    Evanston, IL 60201
    773-800-1552