Our goal is to preserve client wealth while identifying and facilitating investment opportunities that possess attractive return potential relative to the underlying investment risks. This begins with an intimate knowledge of client objectives and a continuous and collaborative approach to asset allocation and security selection.

Client portfolios are typically broadly diversified, with an investment thesis behind every asset class, portfolio allocation, and manager selection that underpins the client’s investment portfolio construction. At times, and in response to extreme conditions in the marketplace, we actively seek to add or avoid risk. This can result in tactical shifts to client portfolios, based upon our strong conviction regarding an investment thesis.

SJ Capital Management LLC is owned by its founder, which is important and starkly different than private wealth managers working within the major investment banks. Long-term client satisfaction is far more important to us than near-term fee income. We are not a broker dealer – we avoid the inherent conflicts of interest that exist at firms that provide investment advice while also charging clients commissions for certain investment products. Instead, at all times, SJ Capital Management acts in a fiduciary capacity for the client. As a result of this commitment to our clients, we provide a personalized portfolio that best suits our clients’ needs and seeks to realize our clients’ objectives in the most effective manner.