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89 YEARS

yearsof differentiated insights, disciplined investments,and world-class service
of differentiated insights, disciplined investments, and world-class service

Differentiated insights

JH Explorer in Charleston: Power cabling the energy transition

Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.

Delayed Again: What you need to know about the new IRS guidance on beneficiary IRAs

How the recent notice issued by the IRS impacts clients who have inherited retirement accounts.

The IRS “Dirty Dozen”: 12 income tax scams to watch for in 2024

The IRS has published its annual list of common income tax scams. Learn how to spot – and avoid – these common schemes.

Explore all our insights

Disciplined investments

JAAA

AAA CLO ETF

Provides exposure to the high-quality, floating rate CLO market in a liquid, transparent manner.

JMGRX

Enterprise Fund

A differentiated mid-cap growth strategy that takes a moderate approach to an asset class known for rapid growth potential.

HFQIX

Global Equity Income Fund

A high-conviction strategy that targets high, dependable income from high-yielding, high-quality global equities.

Explore all our funds

JAAA

AAA CLO ETF

Provides exposure to the high-quality, floating rate CLO market in a liquid, transparent manner.

JMGRX

Enterprise Fund

A differentiated mid-cap growth strategy that takes a moderate approach to an asset class known for rapid growth potential.

HFQIX

Global Equity Income Fund

A high-conviction strategy that targets high, dependable income from high-yielding, high-quality global equities

Explore all our funds

World-class service

Partnership

outline of people stakeholders

outline of people stakeholders

Partnership

130+ client executives servicing financial professionals in North America

Analysis

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magnifying glass aimed over a line chart data point

Analysis

Our Portfolio Construction and Strategy Team has analyzed over 15,000 model portfolios working with 4,700+ financial advisors

Solutions

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outline of people stakeholders

Solutions

A Specialist Consulting Group dedicated to helping clients identify solutions for their business.

Portfolios analyzed

Our Portfolio Construction and Strategy Team has analyzed over 15,000 model portfolios.
Learn more

Connect with us

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Connect with us

Please complete this form and one of our client executives will be in touch.

Connect with us

Please complete this form and one of our client executives will be in touch.