AMJ Financial understands that success is different for each person. Steve Job's idea of success would probably be very different compared to Mother Teresa's. For this reason, we take the time to consult with each client individually and plan the best course of action so that you feel comfortable because at AMJ Financial, we want to make Wealth Management Simple.

We create a portfolio based on client goals and risk tolerance that is diversified following the principles of Modern Portfolio Theory. We have adopted the institutional model of core and satellite holdings. The equity core is invested in an All Cap Value Growth Blend Strategy. The portfolio is constructed of dividend-paying, growth-oriented stocks.

Weekly - All the positions are reviewed and put through the fundamental analysis. Any deletions or additions to the portfolio are executed.

Monthly - The rebalancing of positions is evaluated by sectors. Sector weightings are evaluated and relative performance is benchmarked.

Quarterly - We review the entire portfolio based on the whole investment process and clients are called to review performance and any incremental changes that we would like to see made to the portfolio.

Annually the client portfolio is benchmarked against the appropriate indices for performance. We examine all positions to ensure they still fit our style matrix. We discuss all of these points with our client and talk about our expectations for the coming year. Any adjustments to risk tolerance or income need that our client may have are addressed and the portfolio is rebalanced to reflect any changes.

The stock selections are put through our quantitative evaluation process that weights our selections by 10 sectors and looks for the best risk-adjusted time to enter or exit a position. If all processes of the analysis signal a buy, we enter the position and are long in the equity until one of the evaluations break down. We then exit and push to cash equivalents to await our next equity entry position.

We take a bottom-up approach to the research of equity selections. After our screening process is completed, we then utilize research from Thompsons and S&P to evaluate the companies and determine if they are included into our Value Growth Blend Strategy.

Leveraging our Independent Advisory status, we use research from the top research firms on Wall Street to guide our Macro-Economic Sector weightings.

At AMJ Financial Wealth Management, we take pride in the fact that with us, you're not a number, or just another client; we treat you like family!