Performance. Advice. Service.

Our clients expect—and deserve—a combination of strong investment returns, sound strategic advice and responsive service. Delivering these results requires knowing our clients, listening carefully, processing what we hear and tailoring an investment program to the specific objectives of each client. This is thoughtful investing.

Operations

The senior members of the operations team at JJ Lloyd have been working together for over 15 years. Their mandate is to oversee the smooth functioning of all of our transactions, trading, and reporting systems, and to serve as advocate and liaison to our client’s custodians. This team is a critical factor in the firm’s ability to deliver the superior client service for which we are well known.

Family office services

JJ Lloyd is proud to provide additional wealth management resources to our clients beyond traditional investment portfolio management. Our family office group is designed to provide a wide range of services tailored to the needs of each client. Our capabilities include coordinated estate and wealth planning, financial and income tax planning, consolidated reporting, and personal accounting solutions. Utilizing our family office services allows our clients to focus on what’s truly important to them. At JJ Lloyd, it is our goal to provide clients with a comprehensive wealth management platform at the highest levels of professionalism, integrity, and efficiency.

Consolidated reporting

The Family Office Group provides comprehensive reporting to ensure that our clients have an accurate and complete view of their family holdings. At JJ Lloyd, we believe in customization and our consolidated reports are designed to provide information the way you want to see it. We have the ability to aggregate data from all your investments, including accounts held by different custodians, alternative investments, real estate, and other private holdings. Our reports help provide clients with insights into performance, risk, liquidity, asset allocation and allows for sophisticated wealth planning on the entire asset base. These reports enable efficient determination of where action should be taken.

Demos

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