All we can control is how we choose to show up in every moment
MJB Asset Management exists to provide you with thoughtful investment management and financial guidance. Founded in 1997 and located in New York City, we invest in public stock and bond markets on behalf of a diverse clientele of individuals from across the country. We seek to provide calm, balance and steadiness in the way we invest, the way we relate with our clients, the way we run our business . . . in the way we show up.
In the market? Are you...
- New to investing?
- Out of the market now and concerned about getting back in?
- Worried you won't have enough income to retire?
- Not happy with your current investment firm or advisor?
MJB Asset Management can connect with you wherever you are on your financial path. If you are in the market for sound investment advice and looking to make healthy, fully informed financial decisions, look in our direction - we'll be here!
See if we're the right fit for you.
How we see it...
Markets are unpredictable; your relationship with your investment advisor shouldn't be. You deserve honesty, accountability and a full understanding of the potential consequences, the pros and cons, of investment decisions made on your behalf.
Many advisory firms outsource their investment management to third parties - like a bakery that white labels its “fresh pastries” from an industrial bakery in the next state. The person behind the cash register has no true knowledge of the ingredients, etc., in the cakes they are selling. Similarly, some advisors are removed from the strategies behind the building and maintenance of your investment portfolio.
By contrast, at MJB Asset Management we make every decision regarding your investments in-house, from our initial discussions with you about investment goals to every buy/sell decision in your account. As a result, we are fully connected with our client portfolios and fully accountable to you for every action in connection with your portfolio and our relationship.
A balanced approach.
For nearly three decades, MJB Asset Management has guided clients through marketplace involvement. The result is diversified portfolios that blend different categories of stocks and bonds, balanced with fully informed client investors who have realistic expectations. This approach brings both a level of comfort and confidence in how your assets are managed.
Our process is simple:
What would you like this money to do for you?
What would you like this money to do for you?
It's all about you! To get started, we talk with you about investing - your goals, your hopes, your dreams, your fears - all of it, with no judgment, just open dialogue to help ascertain why you have come to us and how we can help. We will share with you how we work, how we invest and the expectations you can have if we work together. Only after we have fully discussed, and you are comfortable with, the pros and cons of the road ahead will we move to the next stage, which is...
What is your comfort level? How does it impact your journey?
What is your comfort level? How does it impact your journey?
Like setting the sound system on your car stereo - finding the mix of bass, treble and mid-range - we determine the right investment mix for you, of growth, safety and income.
We discuss the ramifications of owning stocks versus bonds, determine potential risks and rewards of being in the market, all with the intent of creating balance between your goals and comfort level.
And finally...
Invest, monitor, and adjust.
Invest, monitor, and adjust.
Time to get in the game!
We've established your goals. We've established a balance between stocks and bonds. Now the rubber meets the road as we invest on your behalf in a broadly diversified mix of publicly traded securities. This is where we bring our analysis and experience to bear. Your investment portfolio is not carved in stone; life happens, needs change, markets change, sometimes on a dime. We are vigilant with your funds and will make adjustments to your portfolio when necessary to adapt to changes in markets or your investment goals.
Relatable expertise.
After a career as a practicing attorney in New York City, MJB Asset Management founder and CEO Richard Bregman left law to join the Private Banking division of a large Wall Street firm (which through a series of mergers is today part of the J.P. Morgan Private Bank). Longing to provide his own style of investment advice and client relations, Richard founded MJB Asset Management to provide personalized financial guidance. Richard is committed to professionalism and ethics; as a Chartered Financial Analyst® (CFA®), he has translated his expert investment analysis into broadly understandable terms for all investors.
During his time as an advisor, Richard has shared his knowledge and guidance with many.
Financial fearlessness.
Managing your money through the unknowns of the stock market can feel scary and overwhelming. At MJB Asset Management, we strive to help clients manage their fears by constructing portfolios that meet their comfort levels while also meeting their goals. We believe fully in what we do and invest side-by-side with our clients - we will not recommend any investment for a client that we would not put in our own personal portfolios. In other words, we are with you all the way, every step of the way, in every moment.