S TRATEGIC
S TRATEGIC
I NVESTMENT
I NVESTMENT
M ANAGEMENT
M ANAGEMENT
A CCOUNT
A CCOUNT
Relationship
Management Team
Ryan Buckmaster, CFA
Gamble Jones Investment Counsel is an
independent portfolio management firm providing
tailored investment advice to clients since 1956.
TJ Jones
The following are reasons to invest in the SIMA strategies:
♦
Portfolio
Management Team
Colby Hackerman, CFA
Scott Phillips, MBA
Robert Souza, CFA
Ryan Buckmaster, CFA
Peter Viehl, CFA
♦
♦ SIMA strategies vary across the risk spectrum, allowing investors with different
objectives and risk tolerances to invest in the most appropriate strategy.
♦ SIMA strategies are focused on a select number of securities, our very best
ideas, allowing for extensive research of current holdings and prospective
investments.
♦ SIMA strategies may serve as an investor’s core portfolio or as a complement
to an existing portfolio.
♦ SIMA strategies are run by a team of experienced
investment professionals with all team
members holding either an MBA or
a CFA charter.
Focused
♦ SIMA strategies provide
Equity Strategy
relationship manager access,
Focused
quarterly reports, and
Equity Strategy
investment updates.
Growth Strategy
301 East Colorado Blvd
Suite 802
Growth Strategy
Equity Income Strategy
Pasadena, CA 91101
Tel (626) 795-7583
Equity Income Strategy
Balanced Strategy
Fax (626) 795-7689
www.gamblejones.com
Moderate Allocation Strategy
M ANAGEMENT
A CCOUNT A COMMITMENT TO QUALITY SERVICE
IS THE CORNERSTONE OF EVERY
CLIENT RELATIONSHIP
S TRATE
I NVEST
M ANAG
A CCOU
Focused
Equity Strategy
The Focused Equity Strategy seeks to grow capital by investing in companies with exceptionally high returns
Growth
Strategy
on capital, stable profit margins, and a consistent
history
of earnings growth. Qualitative analysis is used to
better understand each company’s business model and any competitive advantages it may have. Investments
deemed to be trading at a discount to intrinsic value are used to construct a non-diversified portfolio of
typically fewer than 20 holdings. Investments will primarily be made in the common stock of companies of
Equity Focused
Income Strategy
any capitalization range. The strategy may invest in securities of foreign companies or ETFs of foreign indices,
Equity Strategy
including those of emerging markets.
Balanced
Strategy
Growth Strategy
Focused
Equity
The Growth Strategy seeks long-term growth ofStrategy
capital by investing primarily in large-capitalization
Equity
Income
Strategy20 to 30 holdings, opportunistically focusing
companies. The strategy typically will invest
across
approximately
on companies with a consistent history of earnings growth. The strategy may invest in securities of foreign
Growth Strategy
companies or ETFs of foreign indices, including those of emerging markets.
Balanced Strategy
Focused
Equity Strategy
Focused
Equity Income
Strategy
The Equity Income Strategy seeks to provide above-average dividend income as well as long-term capital
Growthstock
Strategy
appreciation by investing primarily in the common
of well-established large-capitalization companies.
Balanced
Strategy
The strategy targets financially strong companies with healthy free cash flow and good prospects for future
earnings growth. The majority of total assets will be invested in dividend-paying stocks, with an emphasis put
on those companies showing the ability toEquity
consistently
Incomeincrease
Strategytheir dividends over time. The strategy may
invest in securities of foreign companies or ETFs of foreign indices, including those of emerging markets.
Balanced Strategy
The Balanced Strategy seeks to provide a total return through a combination of income and capital appreciation.
The strategy normally invests 35-70% of its assets in equity securities and the remaining assets in fixed-income
securities, cash, and cash equivalents, depending on economic conditions and our view of the markets. For
the strategy’s equity exposure, financially strong companies with healthy free cash flow and good prospects
for future earnings growth are targeted. For its fixed-income exposure, the strategy seeks to diversify across
sectors while mitigating various risks that may be present in the fixed-income markets. The strategy may also
invest in securities of foreign companies or ETFs of foreign indices, including those of emerging markets.
This brochure provides clients with information about Gamble Jones Investment Counsel and its SIMA strategies, including the Focused Equity Strategy, Growth
Strategy, Equity Income Strategy, and Balanced Strategy. This information has not been approved or verified by any governmental authority. The advisory services
described in this brochure involve risk, including the possible loss of principal. Past performance is no guarantee of future results.