Investment and Balance Sheet Administration

We can show you how hard your investments are working through a variety of services that detail your current investment strategies and performance, and help you manage the overwhelming paperwork that personal investments generate. JDJ provides:

• Investment performance and asset allocation reporting
• Performance reporting against industry benchmarks
• Administration and oversight of alternative investments, including capital call processing, distribution tracking, capital commitment, document abstracting and cost basis tracking
• Transaction planning, structuring and documentation
• Maintenance of detailed electronic files for all investments