Investment Strategies

It is difficult to achieve investment success over long time periods if you don’t have a sound strategy and the discipline to stick with it. Investors face a multitude of potential obstacles that can prevent reaching their goals.

Common Problems Areas:

  • Lack of a well - defined investment objective
  • Hidden costs, commission & fees
  • Lack of understanding types of risk
  • Distracted by current events, media hype, scare tactics & sensationalism
  • Inability to stay on track during volatile market periods
  • Emotions influence decision making
  • Focus on past performance and track records
  • Hot tips and supposed “expert” recommendations
  • Transaction driven advisors with no fiduciary duty to investor
  • Fund companies with histories of poor Stewardship & corporate culture
  • Confusing statements and difficulty seeing the bottom line results
  • Asset protection & fraud avoidance

We help investors understand and avoid problem areas and to develop strategies that are tailored to meet specific objectives. Jaras Financial Services does not take possession of client assets. We utilize independent custodians to hold and report on investments.

Past performance is no guarantee of future results.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Jaras Financial Services, Inc. and our editorial staff. Material presented is believed to be from reliable Sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory Services are offered by Jaras Financial Services, Inc. a Registered investment Advisor in the state of Ohio. The presence of this web site shall in no way be construed or interpreted as a Solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Ohio or where otherwise legally permitted.