Investment Management

JOYN’s Team-based Approach to Investment Management

  • Investment Committee

    Comprised of JOYN’s senior management and top investment professionals, this group determines and manages company-wide investment strategies and processes. The team regularly discusses key economic and market data while overseeing our systematic asset allocation process.

  • Research Team

    JOYN’s professional research team includes full-time employees and independent, outside partners. The research team conducts deep-dive analysis on each asset class and updates our capital market forecasts annually. We continuously monitor our recommended managers for any material changes to personnel or process. This team presents recommendations to the Investment Committee for final decision-making and implementation.

  • Fund Management

    It would be impossible for a single advisor to maintain expertise and monitor day-to-day conditions in a wide variety of asset classes and markets around the world. That’s why we carefully select and monitor dedicated money managers who specialize in a particular asset class or sector. When evaluating managers, we look for verifiable expertise, defined and transparent processes, and sustained long-term performance.

  • Portfolio Administration Team

    To give our advisors ample time to focus on their clients, JOYN centralizes portfolio administration and trading to handle the day-to-day work that can consume a significant portion of an advisor’s time. This team performs many tasks including year-round tax loss harvesting and portfolio rebalancing while helping advisors create detailed investment proposals for new clients.

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Financial Benefits of Behavioral Advising

Better Advice. Better Decisions. Better Life.

There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016

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