MJB ASSET MANAGEMENT LLC

Overview

MJB Asset Management LLC is an independent Registered Investment Adviser that has operated since the late 1990s and focuses on fee-based advisory relationships with individuals, families and small institutions. The firm builds portfolios using discretionary management as its default approach and emphasizes professionally managed public funds — primarily mutual funds — as the backbone of client allocations. Advisory services include financial planning, ongoing portfolio management for individuals and small businesses, and consulting around retirement plan matters. Fee arrangements are flexible and include asset-based fees, hourly work and fixed-fee engagements, which allows the firm to serve both wealth-management and project-based planning needs. Investment posture is conservative-to-moderate in the sense that the firm relies heavily on pooled public funds for core exposure rather than pursuing extensive direct alternatives or concentrated single-stock positions. For clients seeking bespoke solutions the firm will implement separate managed accounts and utilize outside managers when appropriate, but the dominant allocation style is fund-based diversification across traditional asset classes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices