Unique Portfolio Design Process

We believe that no two investors are the same. Therefore, we have developed unique investment strategies that are custom to your specific financial situation and goals. We take pride in this process and believe that it will help you make sense of the markets.

Hybrid Investment Strategies

At Jamestown Capital, we utilize both active and traditional investment strategies. Your portfolio may utilize both or just one of the strategies depending on your risk tolerance and goals.

Active management is a method of investing that makes frequent allocation changes to your portfolio depending on stock market conditions. An effective active management strategy requires constant monitoring of the markets combined with a disciplined set of investing rules to make allocation decisions. This means we watch your portfolio closely and proactively adjust it for different market conditions.

At Jamestown Capital, we have developed a set of rule-based active strategies that we believe can offer consistent long-term growth. By creating a unique blend of these strategies, we offer different model portfolios with various risk tolerance levels based on your investment objectives. Our Navigator portfolio is our flagship active model. It combines our active investment strategies with a growth oriented objective. To read more about the Jamestown Navigator, click here.