SBPlans_printed

SBPlans_printed - Small Business Click to edit Master...

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Click to edit Master subtitle style Small Business Investment Presentation 1
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JB Advisors l Independently owned and managed l 25 years of investment experience l Relationship-driven client service l Quantitative investment process 2
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Overview l Investment Process and Characteristics l Investment Review Evaluate Financial Status Formulate Guidelines l Investment Strategy Select Investments 3 Matu rity Qualit y Secto r Buy /Sell Allo cati on
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Basic Strategy 4 {BA6952D3-25A9-4C3F-A957-3 6E129D2EB0} Investment {A43E3D63-173D-49E5-9658-945D209AB856} Evaluate {B20EAB F-84FE-4EA1-9368-C74A650E52C } Formulate {A9809F53-49FD-43A2-84F1-D4EC780 C927} Select {95327 67-50 A-45A7-A64F-16 1A1FBC848} Review
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Review Status l Current Financial Status Review expectations Establish objectives l Formulate Guidelines
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This note was uploaded on 09/30/2009 for the course CST n/a taught by Professor Jimenez during the Spring '09 term at Kaplan University.

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SBPlans_printed - Small Business Click to edit Master...

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