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.




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