Investment Philosophy

investment-allocationInvestment Services

Separate Account Management

Journeyman’s investment management services are offered on a separately-managed account basis. This enables Journeyman to customize asset allocation choices to each individual client. It also enables our clients to see all of their individual securities holdings in their own, separate accounts.

Investment Objectives

Our investment objectives are clear and straightforward. We seek to:

  1. Maximize Your Compounded Rate of Return.
  2. Minimize Your Risk in a manner consistent with your individual risk profile.
  3. Minimize Your Tax Liabilities, through discussion with you and your tax professional.
  4. Minimize Your Fees.

If we succeed in meeting these objectives, then we have maximized your net return on investment.

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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