Our Formula

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Our Formula
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Our Formula

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EBI = Evidence Based Investing, SBWM = Strength Based Wealth Management

Wealth Mastery

Our aim for each Janiczek® client is wealth mastery. More specifically, this means:

  • Being an accomplished, penalty-resistant investor
  • Being an accomplished, depletion-resistant wealth steward

Do you or we have to be perfect? Not even close.

In fact, we would say the pursuit of perfection is undesirable and counter productive. In our observation, those who are fixated on investment and wealth management have crossed the line where they are serving their money, instead of money serving them – and just like anything else over-muscled, fatigue sets in and mistakes are made.

The Essential 15%

In fact, we like to follow an approach pioneered by systems and statistical expert Edwards Deming. Deming statistically proved that if one focuses on the first 15% and does this proficiently, 85% of results are derived (akin to the 80/20 rule) from such efforts. While one does not have to stop at the first 15%, the point is that great progress can be made by really getting the first 15% right. The rest is gravy.

Conversely, when one does a poor job getting the first 15% right they default in being in the 85% Trap. The 85% Trap is akin to spinning wheels. Lots of effort, little influence on result. Our view is that many people are stuck investing and managing wealth in the 85% Trap.

Putting it all Together

We return to the one graphic shown several times within our website. It embodies our formula and every principle we live by. EBI + SBWM = Wealth Mastery as follows:

EBISBWM-Overview
*Ranked/Named among Top, Best and Most Exclusive Advisors sources: Barron's March 2016, 2015, 2014; Advisory HQ March 2016; Financial Times June 2015; Five Star Professional November 2015, 2013, 2012,2011, 2010, 2009; Mutual Funds Magazine January 2001; NABCAP September 2010, 2011, 2013; Worth Magazine July 2002, January 2004, October 2004, October 2008; Wealth & Finance International, October 2014. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Janiczek & Company, Ltd. is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Janiczek & Company, Ltd. by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Janiczek & Company, Ltd.), or any non-investment related content, made reference to directly or indirectly on this website will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this website serves as the receipt of, or as a substitute for, personalized investment advice from Janiczek & Company, Ltd. To the extent that a viewer has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Janiczek & Company, Ltd. is neither a law firm nor a certified public accounting firm and no portion of the website content should be construed as legal or accounting advice. If you are a Janiczek & Company, Ltd. client, please remember to contact Janiczek & Company, Ltd., in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Janiczek & Company, Ltd. current written disclosure statement discussing our advisory services and fees is available upon request.

TM & Copyright 2016, Janiczek & Company, Ltd. All rights reserved.