Jones Heward - Investment Strategy & Process - Investment Strategy and Process
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Investment Strategy and Process
Jones Heward seeks to achieve consistent, reliable, above average performance through a risk-controlled approach to asset management. Jones Heward seeks to reduce risk through the strategic use of different asset classes, prudent diversification and intensive analysis of individual securities.

Our equity philosophy is based upon investing in companies that create long term wealth. Portfolio risk is diversified, and our commitment to our investment process is maintained, regardless of market trends.

Our fixed income philosophy is based on the principle that the primary goal of a fixed income portfolio is capital preservation and returns commensurate with a given level of risk.

Please click on the links to your left for a detailed description of our investment strategy and process or to view our investment team.