Regional wealth management and advisory firm specializing in retirement planning, investment management, and fiduciary services for high-net-worth individuals, families and small institutions. JPL Wealth Management, LLC offers discretionary portfolio management, financial planning, and tax-aware strategies, typically using diversified multi-asset solutions and third-party mutual funds and ETFs. Relevant to investors and RIAs evaluating regional advisory platforms and fee-based wealth managers.
Regional wealth management and advisory firm specializing in retirement planning, investment management, and fiduciary services for high-net-worth individuals, families and small institutions. JPL Wealth Management, LLC offers discretionary portfolio management, financial planning, and tax-aware strategies, typically using diversified multi-asset solutions and third-party mutual funds and ETFs. Relevant to investors and RIAs evaluating regional advisory platforms and fee-based wealth managers.
Delivers fiduciary-first, goal‑based wealth management that prioritizes retirement outcomes and tax‑aware wealth preservation for high‑net‑worth individuals, families and small institutions. Employs diversified multi‑asset portfolios with a bias toward low‑cost third‑party mutual funds and ETFs, combining discretionary asset allocation with cashflow planning and risk budgeting. Emphasizes long‑term, liability‑aware horizons, fee‑based alignment, and conservative-to-moderate return targets, using institutionalized processes for rebalancing, tax‑loss harvesting and income sourcing while tailoring solutions by client complexity and time frame.
Delivers fiduciary-first, goal‑based wealth management that prioritizes retirement outcomes and tax‑aware wealth preservation for high‑net‑worth individuals, families and small institutions. Employs diversified multi‑asset portfolios with a bias toward low‑cost third‑party mutual funds and ETFs, combining discretionary asset allocation with cashflow planning and risk budgeting. Emphasizes long‑term, liability‑aware horizons, fee‑based alignment, and conservative-to-moderate return targets, using institutionalized processes for rebalancing, tax‑loss harvesting and income sourcing while tailoring solutions by client complexity and time frame.
| Trades 3469 | Longs Won 1671/3469 48% | Profit Factor 7.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $184,108.48 |
| Average Win $68,751.41 | Best Trade (Jul 13) $4.88M | Sharpe Ratio -11.24 |
| Average Loss -$8,973.49 | Worst Trade (Jul 16) -$1.22M | Z-Score -7.06 (100%) |
| Commissions $0 | Avg. Trade Length 6m 2w | Expectancy $28,526.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |