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Jones is one of the HollisWealth’s top investment professionals. A consultant with HollisWealth Insurance Agency, he is also a financial advisor. He has been in the financial services industry for 12 years, focusing on generating stable returns.
“My investment focus is on absolute returns rather than trying to outperform the markets,” he says. “I look for stable rates of return year over year, and maintain a plan that clearly identifies my clients’ goals and organizes their estates. The biggest trend is creating value for your clients above and beyond just investing their money. On the investment side alone, I am seeing more and more companies offering products that focus on risk reduction through the use of options, as Baby Boomers today are much less inclined to be fully exposed to the stock markets as they were before the recession.”
Horizon Partners HollisWealth
40 Larch Street Suite 201 Sudbury, Ontario P3E 5M7