The American Independence JAForlines Global Tactical Allocation Fund

Celebrates its 3-Year Anniversary
with Top 12th percentile Peer Group Ranking

JAForlines Global

Awarded

2016 "Strategist of the Year

for the 12th annual "SMA Manager & Strategist of the Year" Awards
by Envestnet, Inc. and Investment Advisor magazine

Welcome

JAForlines Global (JFG)provides investment advisory services to clients of select Broker Dealers, Independent RIAs, and their Registered Representatives. JFG specializes in constructing actively indexed portfolios using Exchange-Traded Funds (ETFs), which are available via Managed Account, Mutual Fund, and Collective Investment Trust.

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.

Learn More
 

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Why We Say “Get in the G.A.M.E.”

GAME is an acronym that we derived to explain our approach to investing. It is the combination of Global, Active, Macro, and Endowment investment management characteristics that gives JAForlines Global a unique profile. By focusing on all four trends, JAForlines Global hopes to capture upside market potential and minimize downside risk.

Global

The global landscape is constantly evolving and presents investors with a wide range of opportunities to invest abroad. Our portfolios tactically invest across developed and emerging market equities, bonds, and alternatives, as well as cash.
 

Active

While taking a long-term secular view, we tactically adjust our portfolios in response to changes in shorter-term business and credit cycles. This active management strategy allows us to respond to market conditions by adjusting allocations across asset classes.

Macro

Our top-down analysis emphasizes fundamental credit-driven research to identify trends that enable us to take advantage of investment opportunities around the globe.
 
 
 

Efficient

Our portfolios are constructed using liquid, low-cost ETFs. Our use of ETFs enables us to construct broadly diversified portfolios with only 10 to 15 holdings on average. This keeps trading costs down and makes our strategies highly tax-efficient.
 

We believe our investment approach, track record and customized service are truly changing the game in investment management.

- John A. Forlines III