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Data Science for your Investment Portfolio

HNIs|Trusts & Estates|Insurance|Corporations

Our Strategic Investments

Making our clients richer at the least cost while mitigating significant risks.

We Manage Investments of All Sizes

Our Approach

Custom Advice

  1. Individualized advice to each client.
  2. Collect background information on the client’s financial condition, risk-taking intent, and capacity.
  3. Understand any restrictions of any particular type of security
  4. Recommends financial advice suitable for the client.

Client Assets

EJFC does not maintain custody of any client funds or securities. Clients are required to select their custodian and direct EJFC to utilize that custodian for the Client’s security transactions.

Payments of fees may be made from the custodial brokerage account that holds Client assets.

Our Investment Mantra

01

Determine Portfolio Asset Allocation 

EJFC will formulate a long-term asset allocation strategy that specifies the percentage of assets to be invested between Loans, MBS, ABS, CMBS, CLO, private placements, equity, fixed-income securities, money market funds, and other investment classes as suitable for the client.

 

02

Determining Investment Program

In implementing the Client’s investment portfolio, EJFC may recommend the use of a third-party advisor, if necessary. This third-party advisor will develop an investment plan consistent with the Client’s investment goal and risk tolerance.

03

Ongoing Investment Monitoring

EJFC provides ongoing oversight of the Client’s investment program. All investments are monitored for performance relative to certain benchmarks and EJFC expectations. All portfolios are rebalanced as necessary upon EJFC review. More or less frequent rebalancing may be required depending on macroeconomic, market, or sector factors.

 

How it Works

Investment Strategy

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Unrealized value

EJFC’s principal strategy is to identify undervalued securities and recommend them to clients such that they can realize the unrecognized value on a risk-adjusted basis.

Less Risk. More Value.

Sound data analysis

EJFC incorporates analysis from both a quantitative and economic perspective to ascertain market trajectories and future trends.

This analysis also considers the variables for geography, size, and style and then modifies these allocations based on the current economic environment as well as observed and anticipated macroeconomic trends.

The Right Trends. Stay Ahead of the Curve.

Thourough research

EJFC’s research is used in conjunction with other sources of information such as financial newspapers, public economic news, Bloomberg, the Morningstar database of mutual funds, prospectuses, company press releases, and rating agency publications.

Well Informed Clients.

Sound Financial Expertise

In general, EJFC advises clients on long-term investments.

However, certain applications of EJFC’s strategy can involve short-term trading. EJFC may also advise certain clients to trade on margin, engage in short sales of stocks and funds, or write options if the strategies are suitable for the particular client’s situation.

One-Stop-Shop.

Mitigating Risks

EJFC evaluates the risk-bearing intent and capacity of the clients before recommending investments.

However, investments recommended by EJFC generally involve risk and clients may lose money, sometimes more than historically observed.

High Risk. Higher Return

How it Works

Investment Strategy

Cras ultricies ligula sed magna dictum porta. Praesent sapien massa, convallis a pellentesque nec, egestas non nisi. Vestibulum ante ipsum primis in.

Unrealized value

EJFC’s principal strategy is to identify undervalued securities and recommend them to clients such that they can realize the unrecognized value on a risk-adjusted basis.

Less Risk. More Value.

Sound data analysis

EJFC incorporates analysis from both a quantitative and economic perspective to ascertain market trajectories and future trends.

This analysis also considers the variables for geography, size, and style and then modifies these allocations based on the current economic environment as well as observed and anticipated macroeconomic trends.

The Right Trends. Stay Ahead of the Curve.

Thourough research

EJFC’s research is used in conjunction with other sources of information such as financial newspapers, public economic news, Bloomberg, the Morningstar database of mutual funds, prospectuses, company press releases, and rating agency publications.

Well Informed Clients.

Sound Financial Expertise

In general, EJFC advises clients on long-term investments.

However, certain applications of EJFC’s strategy can involve short-term trading. EJFC may also advise certain clients to trade on margin, engage in short sales of stocks and funds, or write options if the strategies are suitable for the particular client’s situation.

One-Stop-Shop.

Mitigating Risks

EJFC evaluates the risk-bearing intent and capacity of the clients before recommending investments.

However, investments recommended by EJFC generally involve risk and clients may lose money, sometimes more than historically observed.

High Risk. Higher Return

How it Works

Investment Strategy

Extensive experience managing HNWs, large corporations, trusts, foundations, endowments and corporations have allowed us to fine-tune our investment strategy over the years. This strategy has benefitted our clients and have been with us … forever!

Less Risk. More value

Unrealized value

EJFC’s principal strategy is to identify undervalued securities and recommend them to clients such that they can realize the unrecognized value on a risk-adjusted basis.

Right Trends. Stay ahead of the curve

Sound data analysis

EJFC incorporates analysis from both a quantitative and economic perspective to ascertain market trajectories and future trends.

This analysis also considers the variables for geography, size, and style and then modifies these allocations based on the current economic environment as well as observed and anticipated macroeconomic trends.

Well Informed clients

Thourough research

EJFC’s research is used in conjunction with other sources of information such as financial newspapers, public economic news, Bloomberg, the Morningstar database of mutual funds, prospectuses, company press releases, and rating agency publications.

One-Stop Shop

Sound Financial Expertise

In general, EJFC advises clients on long-term investments.

However, certain applications of EJFC’s strategy can involve short-term trading. EJFC may also advise certain clients to trade on margin, engage in short sales of stocks and funds, or write options if the strategies are suitable for the particular client’s situation.

Higher Risk. Higher Return

Mitigating Risks

EJFC evaluates the risk-bearing intent and capacity of the clients before recommending investments.

However, investments recommended by EJFC generally involve risk and clients may lose money, sometimes more than historically observed.

 

Our Mission

To help you grow your investments with outstanding financial strategies.

About Us

EJ Financial Corporation is a dedicated team of experienced portfolio managers and data scientists that deliver customized portfolio management and investment advisory services to high net worth individuals, trusts, foundations, endowments and corporations.

It was founded on the principle that every client is a true partner and deserves understanding and respect. We strive to deliver insightful investment strategies with the highest level of personal service.

Powered by data science, EJ Financial Corporation uses proprietary algorithms, multistep research and in-depth analysis to identify opportunities for investors.

Our Vision

Our vision is to help clients feel confident about their future and pursue their investment goals. we develop customized financial strategies that address their short and long-term needs for their best interests.

“EJ Fin’s strategies have helped tide during the toughest markets and ensured that I am always ahead of my financial objectives”

A Trustworthy & Committed Law Firm

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Our Services

Investment Plans

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Plan

Retirement Plans

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Grow

Impact Investing

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Manage

Estate Planning

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Manage

Portfolio Management

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Partnership

Risk Management

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Growth

Mergers & Acquisitions

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How it Works

Our Approach

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Community Partnership

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Cras ultricies

Investor Relation

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ligula sed 

Growing Funds

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Chapter 1 : An Introduction to the Basics

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45min.

Chapter 2 : Information Architecture

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1hr. 10min.

Chapter 3 : Responsive Design

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2hrs. 27min.

Chapter 4 : Interaction and Motion

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2hrs 1min.

Chapter 5 : Designing for Machine Learning

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1hr. 35min.

Jordan Reynolds

Instructor

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Free Courses

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Premium Courses

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Our Courses

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Web Development

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17 Courses

Python

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8 Courses

UX Design

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16 Courses

Database Design

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7 Courses

Javascript

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22 Courses

HTML & CSS

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36 Courses

Intro to Coding

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2 Courses

Apps & Games

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19 Courses

Free Courses

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Premium Courses

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