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

John Forlines III, Chairman and CIO at JAForlines Global
featured in Barron’s ETF Roundtable

Four experts tell us how to use ETFs to
play global investing trends.

Welcome

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.

Learn More
 

Latest Posts


2016 Advisor Summit

Envestnet Advisor Summit

John Forlines speaking on Panel – Wednesday, 5/18 at 4:30 PM CT
"Portfolio Risk Management Through Fund Strategist Portfolios"
Market volatility has encouraged Mutual Fund and ETF Strategists work to manage risk using a variety of techniques and methodologies. Listen as four of the leading Fund Strategists discuss their respective approaches to managing portfolio risk and potentially lowering the market volatility that clients may experience.

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Latest Videos


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 world is “tri-polar” as sector opportunities are global and can be found in the Americas, Euro - land and Asia.

Active

Global Macro top-down allocation through ETFs captures returns across assets, regions, countries and sectors. Active indexing is a very effcient and cost effective investment strategy.

Macro

Top-down investing captures the most important factors: government intervention in markets; demand drivers shifting from developed countries; the importance of tactical agility during rapid market shifts.

Endowment

JFG’s framework is the U.S. large endowment model where clients get exposure to all three major asset classes: global equities, fixed income, and alternatives in one separately managed brokerage account.

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

- John A. Forlines III