Jbglobal.com LLC
JBGLOBAL.COM LLC is a registered investment advisory firm founded and led by James Berman, headquartered in New York, NY. The firm specializes in asset management and comprehensive financial planning services for high-net-worth individuals, families, and trusts. Acting as a fiduciary, JBGlobal.com LLC emphasizes unbiased, holistic advice without earning commissions, and covers all aspects of financial health including retirement planning, tax strategy, insurance, and estate reviews. James Berman, the founder, holds over 25 years of portfolio management experience and is also a faculty member at NYU. The firm is regulated by the SEC and is recognized for its disciplined, long-term investment approach rooted in value investing principles.
Investment Strategy
JBGLOBAL.COM LLC employs a long-term investment philosophy rooted in value investing and disciplined asset allocation. The firm rejects market timing, short-term trading strategies, and speculative approaches, instead focusing on comprehensive analysis to identify undervalued securities in sectors that are out of favor or underappreciated. Investments are selected with an evidence-based, patient approach and tailored to each client's holistic financial needs. Advice also encompasses broader financial planning topics to ensure clients' entire financial well-being is managed in alignment with their goals. The firm serves as a fiduciary, ensuring all investment decisions put clients' interests first.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCSH | VANGUARD SCOTTSDALE FDS | 22.99% | $22.6M | 282,400 | $78.36 | $79.93 | +$1.7M |
I IGSB | ISHARES TR | 20.01% | $19.6M | 370,523 | $52.65 | $53.03 | +$1.0M |
S SCHV | SCHWAB STRATEGIC TR | 17.45% | $17.1M | 588,401 | $26.07 | $29.11 | -$336.3K |
D DXJ | WISDOMTREE TR | 10.51% | $10.3M | 80,578 | $110.29 | $128.03 | +$729.1K |
V VBR | VANGUARD INDEX FDS | 9.92% | $9.7M | 46,661 | $198.18 | $208.71 | -$474.9K |