Register for a live call to discuss the
Jones Fiduciary Wealth Management Bedrock Options Strategy
Register for a live call to discuss the Jones Fiduciary Wealth Management Bedrock Options Strategy - built to limit losses on the downside but participate fully in the upside.
1:00 pm EDT
Expectations of the strategy are:
On this call we will answer the following questions:
Shaun M. Jones
About the Presenter
Shaun M Jones built this strategy for himself first, but the plan was always to build out the infrastructure necessary to offer this strategy to his clients. After more than 20 years of helping clients invest money, Shaun understands that one of the biggest fears a client can experience is the fear that the market will correct the day after they invest their money.
Shaun was familiar with the way that life insurance and annuity companies would offer investment options with a 0% floor in exchange for a cap on returns, so he first set out to build a similar strategy outside of insurance policies.
Ultimately, Shaun was able to create a platform where clients can pick their tolerance for loss and help them maximize the upside available to them at that risk tolerance.
To do this, he put together a platform that mimics what insurance companies offer, but without the insurance expenses.
The result is an investment platform the likes of which can be found nowhere else.