Our Investment Discipline
Our Process

JMH Wealth Management LLC

Our Process Print E-mail

Successful investing requires discipline, clearly defined investment goals and a firm understanding of our client’s needs. We utilize the following investment process for every client:

1. Gather client data and determine appropriate investment goals
2. Analyze the data and formulate an investment strategy
3. Implement the strategy
4. Monitor and evaluate the strategy and performance
5. Modify the strategy according to changes in the investment climate and client circumstances