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John Shao Portfolio Management Inc. (JSPM) is an independent, employee owned investment management firm offering active portfolio management of US equities and bonds to individual and institutional clients. Founded in 1992, JSPM is an SEC Registered Investment Advisor whose specialty is finding securities with growth potential at a reasonable price.
We seek to understand each client's needs and goals before making investment recommendations, and we believe that there is not a one-size-fits-all strategy. That is why we custom build portfolios for each client and work hands-on with our clients to meet their financial objectives. Together, we will evaluate investments and plan for long-term wealth creation.
We would like the opportunity to discuss our methods with you to determine if JSPM meets your needs. To receive more information on John Shao Portfolio Management Inc., you can:
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