Investment Management

Wealth designed with your interests in mind

Our investment strategy puts your needs and interests first. By combining technical and fundamental analysis with rules-based investing backed by high quality academic research, we aim to minimize your risk to grant you a more relaxing financial future. The goal of our model portfolio approach is to provide your investments with equal and fair treatment across every spectrum so your accounts are given the attention they deserve.

Investment Philosophy

A Quantitative Approach to Asset Allocation Industry-Leading Technical Investment Research

Volatility Targeting Model Portfolios

A volatility targeting approach uses dynamic asset allocation to achieve a stable level of volatility

Our Model

Our model portfolio investment strategies strive to provide you with the same experience as every other account.

Academic Research

Access any one of the academic papers below that supports our value and momentum investment strategy.


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If you have any questions or would like to discuss whether Jackson Wealth Management is right for you, we’d love to hear from you. Call or send us an email to schedule a no-obligation initial conversation.

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