High Net Worth Individuals

Bond Ladders and Annuities are the principle preserve of the Ultra Wealthy. Ensuring that you have a continual source of income to live in a manner to which you are accustomed and also to ensure your children have their educations paid for and for trust funds the continual and unwavering income from bond funds is ideal. Additionally because of the nature of the product you are investing in you are doing more to help the following generation. The critical nature of the yield of bonds for this purchase is highlighted by the fact that: $1,000,000 of investment could earn you as little as $20,000 per annum with a government treasury or with our bonds $70,000. Someone requiring $50,000 per month would therefore have to invest $30,000,000 in government treasuries or $8,500,000 in green energy bonds. That same $30,000,000 would give $175,000 a month of income.

We charge no monthly fees and do not make money until you have made yours

Risk Management

A comprehensive risk management program is an essential component of any portfolio that is expected to stand the test of time.  This is relevant now more than ever, as the recent market disruptions have led to significant investment losses and have left investors asking their investment managers where the risk management was.

At Jonathan Rose Company, LLC, we employ and industry-leading focus on risk management and implement risk management throughout our entire investment process.  We believe that defining, limiting and minimizing investment risk is often more important than understanding the capital appreciation potential of each investment opportunity.  As we like to say, “If you take care of the downside, the upside will take care of itself.”   Implementing a rigorous focus on risk management allows us to pursue our absolute return mandate in search of investment gains in varying market conditions.

At Jonathan Rose Company, LLC, our investment program is integrated with robust risk management oversight designed to address market investment risk as well as systemic risk across the portfolio in real-time. We actively manage our investment risk by:

• A Risk Culture permeates through the entire organization - employing, in-house and on a real-time basis, institutional quality risk management oversight, systems and reporting - this is spearheaded by senior management so the entire company consciously focuses on risk mitigation and management. .
• adhering to a thorough and comprehensive fundamentals-based research and analysis process and seeking to generate an investment edge in a security prior to establishing an investment but understanding and recognizing limitations in this process
• integrating risk management into all stages of the investment process and into each buy decision, not only on an ex-post basis
• investing at prices determined through fundamental research and analysis where in the CIO's view investment downside is limited (stress tested) and supported by strong visible cash flows
• balance between risk and reward
• seeking to see the big picture and understanding the long-term outlook while actively managing short-term volatility
• diversifying capital across wind and PV sectors as well as different marketplaces - mark to market pricing to provide a solid cornerstone to risk management
• seeking opportunities along the various levels of the capital structure
• utilizing options, futures and currencies with the goal of managing both company-specific and systemic risk
• actively managing leverage (market, credit, operational and liquidity risks)
• identifying, forecasting and re balancing for future volatility (qualitative and quantitative)

We believe that by minimizing the downside in our portfolio, the upside will often take care of itself. Our industry-leading focus on risk management is expected to generate additional investment performance for our investors while ensuring we preserve capital.