Jouneyman Mission and Principles

capital-management-integrityJourneyman Capital Management Mission and Principles

Mission

Wealth Creation Through Principled Investment. Journeyman’s priorities are Capital Preservation, Income and Growth.

Core Principles

  • Journeyman Provides Investors with the Sophistication and Risk Management of an Actively Managed Equity and Fixed Income Separate Account Facility.
  • Journeyman Principals invest their personal capital alongside Journeyman clients. Your strategy is our strategy.
  • Journeyman Provides Complete Liquidity at a Client’s Command. There is no minimum “lock up” period.
  • Minimum Investment Commitment of $150,000 – Clients can expect comprehensive investment research and thoughtful, responsive Client service.
  • Journeyman’s Interests are Aligned with Your Interests.

Integrity

Through our interview process, a client’s investment goals are aligned with Journeyman’s desire to provide suitable investment strategies. Journeyman seeks preservation of capital with realistic income and growth of assets, in an effort to ensure that a client’s retirement assets meet the client’s investment goals.

  • Investor Suitability – Journeyman listens to a Client’s objectives, risk tolerance and time horizons. Investment plans are designed with the individual Client in mind.
  • Transparency – Clients know what investment positions they hold.
  • Journeyman’s Principals Are Always Available for Consultation.
  • Journeyman Provides Quarterly Investment Letters with Results and Portfolio Analysis.
  • Journeyman is a fiduciary to you, not a broker – we do not « sell » an idea, or sell from inventory – we are disciplined investors, investing with you.
  • Journeyman is never on the other side of a trade from a client.
  • Journeyman never sells or promotes investment bank « in-house » products.
  • Journeyman does not accept any form of Compensation, Brokerage Fee, Vendor Discount or “Soft-Dollar” arrangement to place client business.

Get the investment advice and financial planning services you need from an experienced, talented advisor.

Connect online with Mark Cordone or Call Mark at 1.925.789.0963
Never doubt that a small, committed group of people can change the world. -Margaret Mead
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