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.

December 2

1:00 pm EDT

Expectations of the strategy are:

  • Limiting losses to 5-7% during large market downturns (you lose 5% when the market is down -30%, -40%, -50%)
  • 100% participation in the upside of the market (you gain 10% when the market is up 10%, 20% when the market is up 20%, 50% when the market is up 50%)

On this call we will answer the following questions:

  • Aren’t options more risky?
  • How is this strategy less risky than investing in the stock market directly?
  • How can you expect losses of only -7% when the market is down 50%?

Register Here:

 
 
 
 
 
 

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.