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SBPlans_printed - Small Business Click to edit Master...

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Click to edit Master subtitle style Small Business Investment Presentation JB & Associates 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 Review & Report Status 3 Matu rity Qualit y Secto r Buy /Sell Allo cati on
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Basic Strategy 4 {BA6952D3-25A9-4C3F-A957-336E129D2EB0} Investment {A43E3D63-173D-49E5-9658-945D209AB856} Evaluate {B20EABBF-84FE-4EA1-9368-C74A650E52CC} Formulate {A9809F53-49FD-43A2-84F1-D4EC7800C927} Select {95327767-500A-45A7-A64F-1661A1FBC848} Review
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Review Status l Current Financial Status Review expectations Establish objectives l Formulate Guidelines
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