Portfolio Management
We do it differently
Jessup Wealth Management provides in-house portfolio management using individual securities rather than third-party funds, allowing for greater fee transparency, lower hidden costs, and more direct control over risk. Their hands-on approach enables the team to adjust portfolios quickly based on changing market conditions and each client’s goals. By actively managing investments and communicating proactively, they aim to deliver personalized service and adaptable strategies designed to support long-term financial success.
We utilize individual securities for all stock and some bond exposure rather than using third-party money managers such as mutual funds,
and separately managed accounts. This is advantageous for a few reasons.
First, we cut out a significant amount of hidden costs. This is a part of our commitment to fee transparency.
Second, we feel we have better risk controls by managing money in this manner. Since we are picking the securities ourselves, if we need to increase or decrease risk exposure inside of an account, it is easy for us to do.
