Areas of Expertise
Juntoku International's primary investment goal for institutional customers is long-term performance excellence. Our value system is built on the belief that profits are always important. We think that high-quality, long-term profits will help to provide exceptional long-term value-added results.
We invest with a stringent discipline in order to ensure profit generating. Our major focus is valuation, which is the major predictor of long-term outperformance.
Our first objective is to establish long-term and productive partnerships with our clients. Every day, our client service teams try to go above in terms of service quality.
Each account is assigned to a senior client service expert who will completely comprehend the client's investment requirements and effectively reveal Juntoku International's investment strategies and outcomes. Every account is additionally supported by a client relationship manager and an administrator.
Private Clients
Since we started our business, we have been committed to meeting the financial requirements of our private customers. We work closely with these clients to create an investment policy and asset mix plan that is tailored to their unique financial goals, time frames, risk tolerance, cash flow requirements, and tax concerns.
We provide detailed portfolio performance statements on a regular basis. Our electronic system also offers clients real-time access to their investment portfolios. We meet with our private clients to assess their investment policies and plan for the future.
Investment Options – Segregated and Pooled
We ensure access to Juntoku International's pooled funds, which are a cost-effective and efficient approach to diversify your portfolio. We provide segregated portfolio management in some circumstances, when we choose particular assets for our private clientele.
We provide a series of Juntoku International pooled funds for tax-exempt private accounts and another series for taxable private accounts for each asset category.
While these pooled funds are similar to mutual funds in that they do not require conspectus, they are considered private offers available exclusively to our customers who fulfill specific minimum investment conditions.
Access Our Expertise Through Partnerships
Sub Advisory
We have developed relationships with a number of investment firms who aim to provide access to top institutional money managers to their individual clients. Individual investors who do not meet the account minimums to invest privately with us can still benefit from our expertise.
We serve as a sub-advisor for many separately managed account programs, mutual funds, and one pooled fund wrap strategy. Each sub-advisory relationship is addressed as if it were a direct institutional client, with investment management tailored to program sponsors and their customers' needs.
Our sub-advisory portfolios are managed by our portfolio managers and research teams. Our client support representatives are also actively involved in the investment process, ensuring that program sponsors receive fast and accurate information at all times.