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

   

November 1, 2013

We are pleased to announce that our investment strategy is available in the American Independence Risk-Managed Allocation Fund (JAForlines Global, sub-advisor). VIsit the American Independence website and view/download information on the Fund.
   

October 3, 2013

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

August 1, 2013

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

July 1, 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 18, 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
   
   

Recent Commentary

November 18th, 2013 | New York

The debate over Obamacare extends far past the 2010 law—it’s a convenient subterfuge used by Republicans and Democrats that takes voters’ minds off the real issues. It’s a pretty simple calculus: cut back on entitlements now or the investments in youth (education, low tax rates and basic services) cannot be made. It’s young people and, in many cases, investors against a rapidly growing voter bloc of folks who receive government benefits.

October 1st, 2013 | New York

The odds that the current impasse will shut down government for long are very low, but you can be sure the media and the multiple-screen talking heads on CNBC will do everything they can to make us forget that fact over the next month and a half. Obscured in the noise and posturing are these truths: 1) the global recovery underway since 2009, while halting and fragmented, continues to make progress; 2) the central banks of all the major developed countries continue to be supportive of this recovery with low rates and easy money policies; and, 3) the volatility and fears generated by this latest round of media-assisted lunacy are not credible reasons to amend a diversified investment strategy.

August 9th, 2013 | New York

Is the long bond bull market finally over? Not quite, but now you can see how it will end. The trillions (the flows) that have gone into the relative "safety" of bonds and guaranteed annuities are the tender for the next bubble burst. The trillions on bank balance sheets, the anticipated re-pricing of US rate structures (the fundamentals) are already in place.  It's not if, but rather when do we start to map out our plans for this major credit turn in the spring.