At a Glance

JAForlines Global (JFG) provides "private label" portfolio management for clients of select Broker/Dealers, independent RIAs, and their Registered Representatives. JFG takes a top-down macro view with global orientation in constructing its portfolios. Our Global Tactical Allocation management style enables clients to obtain all three major asset classes - global equities, fixed income and alternatives - in one separately managed brokerage account.

JFG believes:

  • That global investing in all asset classes is critical to short and long-term success
  • That "buy and hold" is a discredited form of investment management; volatile investing times require tactical agility
  • That communicating and working with advisors and Registered Reps is a critical component of client retention
  • That JFG's track record provides an exciting alternative to traditional mutual fund investments

We invite you to learn more about our management philosophy and how we support our professional relationships.

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News

   

The Latest

   

January, 2014

  • Meet John Forlines at Inside ETFs, Index Universe's 7th Annual Conference, January 27-29th. John will be a panelist for "The Contrarian: Is Now the Time to Invest in Europe?" (Tuesday, January 28). Go here for conference details.
   

November, 2013

   

October, 2013

  • John Forlines III speaks on the current macro landscape during Morningstar's ETF Invest Conference in Chicago.  Read the article here.
 
 

August, 2013

  • Read JAForlines Global Overview - our approach to portfolio management.
  • Read it here.
  
 

July, 2013

  • John Forlines III talks to Index Universe about JFG's global investment view and portfolio strategy approach to ETF investing.
  • Watch the video
  

 

April, 2013

  • Morningstar's Andrew Gogerty, ETF Managed Portfolio Strategist interviews John Forlines III, Chairman and Chief Investment Officer on trends in global credit markets and the impact of behavioural finance on managed portfolios.
  • Watch the video