You already have a full time job.
You don't need another.
Our structured process is customized and comprehensive.
You already have a full time job.
Planning your future should be ours.
Our structured planning process is customized to your life and is deeply comprehensive
Every investment portfolio is the result of something even greater: a purpose. It may not always be obvious, clear, or well-defined at first, but rarely, if ever, is money invested with no purpose. [The purpose for investing may become more solidified with time, but rarely, if ever, is money invested with no purpose] The planning process at J. R. Prunier Capital Management is more than analyzing statistics and putting together investments. It’s about using a structured process to understand what’s truly important, clearly defining a successful goal, and setting measurable milestones to check progress.
To accomplish this, clients should expect a close and open relationship that creates an environment conducive to sharing life’s goals and ambitions. Together we’ll create a plan that is fiscally responsible and attainable, but also flexible to adapt to life’s oft-changing demands.
This is structured in a way to maintain mutual accountability and thereby increasing our chances of success.
Below is the core structure we’ll utilize together as build and execute on your tailored plan:
Insert client relationship journey
You already have a full time job. Your finances should be ours.
Our structured process is customized to your life and is deeply comprehensive.
Every investment portfolio is the result of something even greater: a purpose. It may not always be obvious, clear, or well-defined at first, but rarely, if ever, is money invested with no purpose. [The purpose for investing may become more solidified with time, but rarely, if ever, is money invested with no purpose] The planning process at J. R. Prunier Capital Management is more than analyzing statistics and putting together investments. It’s about using a structured process to understand what’s truly important, clearly defining a successful goal, and setting measurable milestones to check progress.
To accomplish this, clients should expect a close and open relationship that creates an environment conducive to sharing life’s goals and ambitions. Together we’ll create a plan that is fiscally responsible and attainable, but also flexible to adapt to life’s oft-changing demands.
This is structured in a way to maintain mutual accountability and thereby increasing our chances of success.
Below is the core structure we’ll utilize together as build and execute on your tailored plan:
Insert client relationship journey
Feel the results of a highly customized process.
Every detail is scrutinized, and every angle is considered.
Our structured process is customized to your life and is deeply comprehensive.
Planning process
Our structured and holistic planning process is customized to your life.
Every investment portfolio is the result of something even greater: a purpose. It may not always be obvious at first, but rarely, if ever, is money invested with no purpose. The planning process at J. R. Prunier Capital Management is more than analyzing statistics and putting together investments. It’s about using a structured process to understand what’s truly important, clearly defining a successful goal, and setting measurable milestones to check progress.
To accomplish this, clients should expect a close and open relationship that creates an environment conducive to sharing life’s goals and ambitions. Together we’ll create a plan that is fiscally responsible and attainable, but also flexible to adapt to life’s oft-changing demands. This is structured in a way to maintain mutual accountability and thereby increasing our chances of success.
J. R. Prunier Capital Management LLC
Our investment process is personalized to your risk tolerance while designed to protect your assets.
For many, investing is less passion and more painful. At J. R. Prunier Capital Management, we use simple language to break down our clearly defined investment strategies so you can feel comfortable knowing how you’re invested. From keeping what you have, to taking consistent income, to growing it for the future, it’s not unreasonable to think you can actually understand how you’re invested and why.
Our core portfolios include traditional stock and bond funds, then mix in some additional investments so that different investments move in different directions at the same time. We take this approach because we don’t try to time the market or beat the market. We aim to give our clients a comfortable investment experience through good markets and bad that matches their willingness - or lack thereof -to take risks with their desire for potential long-term growth.
Investment process
Every detail is scrutinized and every goal aligned.
We use a defined process to achieve purposeful goals through tailored investment plans for families and businesses. We communicate with clients using the same language and remain flexible and approachable to adjust to clients' plans around life's ever-changing demands.
Every detail is scrutinized and every goal aligned.
We use a defined process to achieve purposeful goals through tailored investment plans for families and businesses. We communicate with clients using the same language and remain flexible and approachable to shape clients' plans around life's ever-changing demands. We believe the best plans are developed in the details.
Investment Process
Our investment process is personalized to your risk tolerance while designed to protect your assets.
For many, investing is less passion and more painful. At J. R. Prunier Capital Management, we use simple language to break down our clearly defined investment strategies so you can feel comfortable knowing how you’re invested. From keeping what you have, to taking consistent income, to growing it for the future, it’s not unreasonable to think you can actually understand how you’re invested and why.
Our core portfolios include traditional stock and bond funds, then mix in some additional investments so that different investments move in different directions at the same time. We take this approach because we don’t try to time the market or beat the market. We aim to give our clients a comfortable investment experience through good markets and bad that matches their willingness - or lack thereof -to take risks with their desire for potential long-term growth.
