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In a world where most investment managers look alike, J.M.Equity Advisors has launched into an organization like no other. We have the resources of one of the world’s largest global firms, but the service culture of a boutique. Backed by a leading research effort, J.M.Equity Advisors has built a strong performance and service record. J.M.Equity Advisors is distinguished among other wealth managers by its singular focus and the resulting alignment of interests and accountability this brings to each client relationship. Our resources are vast, but our relationships are personal, and we aspire to make every client feel like they are our only client. J.M.Equity Advisors’ integrated approach allows the firm to tailor each client’s portfolio, minimizing the effects of taxes and volatility, with investment strategies that draw on J.M.E’s deep research expertise across asset classes and geographies.

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