Jamaal Wilkes Financial Advisors, LLC
Our basic investment planning and management strategy in public equities and fixed income
starts and begins with a core strategy developed upon a “scientific approach to investing”.
Why start and begin with a core investment planning strategy based upon a “scientific
approach to investing”?
We believe a structured investment approach based on financial science and the efficiency of
capital markets will add value, over time, with a higher consistency and confidence level than
one based on forecasts or intuition.
We believe an investment philosophy grounded in robust academic research as withstood
open review and rigorous scrutiny.
We believe in minimal style drift and strict adherence to specific parameters to maintain reliable
asset class exposures. Our portfolio managers have no discretion to purchase stocks that do
not meet these parameters and no financial incentives to deviate from our very specific
disciplines.
We believe smart and careful trading can reduce or even reverse the costs borne by both
traditional “active” and “passive” indexed managers. Favorable price execution neutralizes and
maintains portfolio specific hold ranges that reduce turnover and trading costs.
We believe a structured scientific strategy along with a patient and price conscious buy-and-
hold approach to trading minimizes costs and, as a result, our investment management fees are
well below those of typical traditional “active” money managers.
We believe an ongoing dialogue between financial scientists and practical investors serve as a
foundation and idea growth engine to research tomorrow’s solutions today.
We believe longevity in the nucleus in our investment and research team is more consistent
and the opposite of the “star system”.
We believe in managing investments on behalf of clients and operating our business in the best
interests of our clients.
JAMAAL WILKES FINANCIAL ADVISORS, LLC is a Registered Investment Advisor (RIA) with the
State of California and therefore, is not legally empowered to provide investment advisory
services to residents of any state other than California. This website shall in no way directly or
indirectly be construed as a solicitation to sell investment advisory services outside the state of
California. CA License 0B90669.
starts and begins with a core strategy developed upon a “scientific approach to investing”.
Why start and begin with a core investment planning strategy based upon a “scientific
approach to investing”?
We believe a structured investment approach based on financial science and the efficiency of
capital markets will add value, over time, with a higher consistency and confidence level than
one based on forecasts or intuition.
We believe an investment philosophy grounded in robust academic research as withstood
open review and rigorous scrutiny.
We believe in minimal style drift and strict adherence to specific parameters to maintain reliable
asset class exposures. Our portfolio managers have no discretion to purchase stocks that do
not meet these parameters and no financial incentives to deviate from our very specific
disciplines.
We believe smart and careful trading can reduce or even reverse the costs borne by both
traditional “active” and “passive” indexed managers. Favorable price execution neutralizes and
maintains portfolio specific hold ranges that reduce turnover and trading costs.
We believe a structured scientific strategy along with a patient and price conscious buy-and-
hold approach to trading minimizes costs and, as a result, our investment management fees are
well below those of typical traditional “active” money managers.
We believe an ongoing dialogue between financial scientists and practical investors serve as a
foundation and idea growth engine to research tomorrow’s solutions today.
We believe longevity in the nucleus in our investment and research team is more consistent
and the opposite of the “star system”.
We believe in managing investments on behalf of clients and operating our business in the best
interests of our clients.
JAMAAL WILKES FINANCIAL ADVISORS, LLC is a Registered Investment Advisor (RIA) with the
State of California and therefore, is not legally empowered to provide investment advisory
services to residents of any state other than California. This website shall in no way directly or
indirectly be construed as a solicitation to sell investment advisory services outside the state of
California. CA License 0B90669.
| Managing Wealth Intelligently |
INVESTMENT STRATEGY
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