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Asset Management

The AJF Sustainable Asset Management Portfolio seeks to produce positive risk-adjusted returns over a long-term time horizon. Proprietary top-down and bottom-up analyses converge to create an adaptive asset allocation model designed to diversify the portfolio across asset classes to capitalize on an ever changing global investment landscape.

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Financial Planning

At AJF, we believe so strongly in the need for a financial plan that as a client with an active account held at the Firm your plan is complimentary. Planning encompasses preparing for retirement, estate transfer, investment, insurance, education, and taxes.

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Risk Management

Modern Portfolio Theory (MPT) teaches that a well-constructed portfolio is one that maximizes return for a given level of risk. This tenet is at the core of AJF’s risk management process and is the reason why we implement a well-designed asset allocation model to reach clients’ goals.

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Consulting

It is our goal at AJF Capital Management, Inc. to create a world that works for everyone by investing for the next generation. For 30 years we have been a sustainable asset management business, understanding what is important to our clients and putting meaning and their personal values into the money that they invest. In this rapidly evolving world, we believe this is such an important concept that is so often overlooked.

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