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Portfolio Management

The absolute core of our approach to investment portfolio management is the fundamental belief that we must
first understand your “complete-picture” before we can tailor a portfolio aligned to you AND the prevailing investment landscape.
Ten standards of excellence guide our rigorous approach:

01 Aligned

02 Intelligent

03 Disciplined

04 Evidence Driven

05 Tax Sensitive

06 Tailored

07 Lean

08 Risk Aversion

09 Integrated

10 Independent

  1. Aligned
  2. Intelligent
  3. Disciplined
  4. Evidence Driven
  5. Tax Sensitive
  6. Tailored
  7. Lean
  8. Risk Aversion
  9. Integrated
  10. Independent

Aligned

It’s All About YOU Center Stage

Your investment portfolio needs to be aligned with your objectives and the various components of your overall financial picture. We come to understand your total profile in order to create an investment plan that gives you comfort and confidence.

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More Resources:

  • The Importance of the Total Client Profile
  • How the Wealth Allocation Wheel Plays a Role in Portfolio Management
  • How to be Keenly Aware of the Investor Behavior Penalty (IBP) and Avoid It
  • Strength Based Wealth Managements Role in Portfolio Management

Intelligent

It’s All About You Escaping the Chaos and Complexity

Emotions, noise, hype and crowd behavior dynamics can adversely impact sound judgement. Our system, process, support, relationship and discipline are all designed to guide you along the way in an intelligent, common sense way.

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More Resources:

  • “Active Share” insights from Yale
  • The Case for Factor Indexing from a Nobel Prize Laureate
  • Evidence Based Investing White Paper
  • DYNAMIC WEALTH & PORTFOLIO MANAGEMENT TIPS: How to Continually be Prepared for Financial Opportunities and Dangers Around the Corner

Disciplined

Let Markets Work for You and Reward You

Seven robust studies on investment behavior and the impact on investment performance show that investors tend to incur a significant cost due to their own behavior. Instead of playing a difficult-to-win game, investors can be better off selecting and staying disciplined to sound long-term approaches and avoiding short-term approaches based upon emotions or hunches.

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More Resources:

  • Investing Requires More than Intelligence: Mensa vs Market
  • The Investor Behavior Penalty and How to Mitigate It
  • Practice Smart Diversification to Reduce Risks that have no Expected Return

Evidence Driven

Rigorous. Academic. Evidence-Driven.

We attempt to put the probability of success in your favor by applying strategies and approaches based upon sound research and data.

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More Resources:

  • How Smart Data Informs Portfolio Management Decisions
  • Evidence Based Investing White Paper

Tax Sensitive

Tax-Sensitive Strategies and the Technology and Process to Exploit Them

We aim to maximize the after-tax return of your portfolio utilizing a variety of tax-sensitive strategies. All of these require diligence. Some also require advanced monitoring and trading technologies we’ve invested in in order to be able to implement accurately and consistently.

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More Resources:

  • Asset Location (not Allocation) Is a Key Tax-Smart Strategy to Employ
  • Do You Have Any Tax Loss Carryovers from Outside Transactions? The Importance of Involving Your CPA in the Portfolio Management Process
  • Tax Smart Charitable Giving Can Save You $’s

Tailored

Not Too Much. Not Too Little. Just Right Tailoring.

Whether you have concentrated holdings, unique circumstances or conditions you want and need your portfolio tailored around, we have the process, technology and ability to tailor your portfolio where and when needed.

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More Resources:

  • Tailoring Portfolios to Your Cash Needs – When and How Circumstances Should Alter Your Portfolio Allocation
  • How Much Tailoring Do You Need? Some Examples

Lean

Cost Conscious Investing on Your Behalf.

One important way we aim to maximize the net, after-cost performance of your portfolio is carefully scrutinizing the expense ratios associated with underlying holdings and trading. We favor a lean, frugal approach that only seeks to pay a premium over conventional indexing where we think there can be value add beyond such costs.

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More Resources:

  • “Active Share” insights Reveal the Closet Indexers to Avoid
  • How Lean Oriented Factor Indexing Can Add Value Over Time
  • How Lean is Lean? Check Out These Results

Risk Aversion

Being Risk Conscious on Your Behalf.

We want you to understand the risks, implications and rationale of decisions. It’s important to be aware of risks and factor them into decisions. It’s an important part of our process and is aided by useful tools like our Lifestyle Protection Analysis.

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More Resources:

  • Being Risk Adverse
  • How a Lifestyle Protection Analysis Can Help You Stress Test and Right-Size Your Portfolio Allocation
  • Wealth Accumulation Targets Help Insulate You From Market Ups and Downs

Integrated

Your Wealth is Like a Symphony. We help you Direct It and Harmonize.

Your balance sheet and portfolio is full of instruments. Those instruments need to be finely tuned and put together, as a whole, to play a role that harmonizes with your life and the world. Our integrated process aims to help you achieve this outcome.

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More Resources:

  • Five Guiding Principals to Integrated Portfolio and Wealth Management
  • How Our Clarity Process Helps You Stay Clear, Confident and On Track
  • DYNAMIC WEALTH & PORTFOLIO MANAGEMENT TIPS: How to Continually be Prepared for Financial Opportunities and Dangers Around the Corner

Independent

100% Fiduciary. 100% of the Time.

We have your best interest in mind all the time. Our structure, our compensation, our values all align with open, honest and thoughtful actions.

More Resources:

  • Why You Want a Fiduciary Advisor (not a sales broker)

Want to Discuss Your Situation?

A simple conversation with one of our advisors may help you best sort out your needs and next steps. We’d be happy to confidentially chat with you. Just let us know when you are ready.

Call Now: 303-721-7000. Or submit request:

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7001 E. Belleview Avenue
Suite 600
Denver, CO 80237
+1 (303) 721-7000
info@janiczek.com

Contact Us

Who We Are

  • Our Story
  • Our Purpose & Values
  • Awards & Accolades
  • Our Team Leaders
  • In the Community

What We Offer

  • Portfolio Management
  • Wealth Management
  • Retirement Planning
  • Specialty Tracks

Why Choose Us?

  • Breakthrough Moments
  • How We Differ
  • Three Unique Advantages

Useful Resources

  • Perspective Advantages
  • Investment Commentary
  • Informative Guides
  • Form CRS
  • Form ADV

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