As a business owner, you may feel like your wealth is invested in a single stock -- your privately-held company. Join us to discuss how you can diversify and unlock wealth now and over time.
Our Investing Strategy
Invest for the long term. Beware of risk. Diversify. Buy low, sell high. These strategies may sound like elementary principles for investing, but we still believe they’re the best ones to use. We rely on tried-and-true fundamentals because they’ve been proven over time.
Our Investing Process
Proprietary algorithms, special tactics, secret sauces? Not at JOYN. Our investing process is transparent; it’s based on empirical research, careful analysis, specialized teams and documented processes. It can be complex, but we strive to make it understandable regardless of your personal expertise. It’s your money, and you deserve to know how we manage it.
When wealth advisors look and sound the same, how do you choose? A coin flip? Pick your neighbor? Why leave such an important decision to chance? Instead, join us at an upcoming workshop. Hear recent research, discover new insights, and experience JOYN’s transparency and expertise firsthand.