A Disciplined Approach to Institutional Asset
At Johnson Institutional Management, we formulate investment strategy and
portfolio management in a team setting, building on the rich experience of our
people and our academic heritage. We promote a consistent and disciplined
portfolio construction process within each of our strategies by combining the
expertise of Portfolio Managers with a team of dedicated research analysts.
Our investment process is sophisticated, yet logical and understandable,
blending together the art and science of portfolio management. Our Portfolio
Managers work closely with each client to understand and establish an
appropriate investment plan to meet the specific goals of the organization. This
includes ongoing review of investment and spending policies, sophisticated
investment management, and tactical asset allocation, all customized to the
unique needs of the client.
Institutional Asset Management: Continuity Counts
Our Portfolio Managers have a lengthy history with us and possess a rich
knowledge that spans decades. Our high employee retention means that our
Portfolio Managers provide continuity of institutional knowledge even as board
members come and go. This can be a critical factor in the successful
implementation of a custom-tailored investment plan that meets the ongoing
needs of an organization. Our skilled Portfolio Managers have deep experience
advising corporate, public, endowment/foundation, and Taft-Hartley clients. They
regard institutions not just as clients, but also as valued partners.
Our Institutional Investment Management Solutions
Johnson Institutional Management provides your organization with the portfolio
management resources you need to feel confident about tomorrow. We review
your finances and create a plan that aligns your current needs with your future
goals. If you have questions or want to learn more about the services we offer,
please contact us.
By taking an academic mindset, our Portfolio Managers
educate clients on how the markets can best work for them to achieve investment goals.
We do not sell products, but offer solutions, and thus, regularly deliver investment results
that surpass expectations. These results are attained through a focus on the high-quality
sectors of the capital markets and within the context of risk management. We find no need
to “stretch” into volatile sectors to achieve results.
Resolute Focus on Institutional Investment Management
While working with institutions has always been an integral part of our firm,
Johnson Institutional Management was formally launched with the sole purpose
of serving institutional clients — a committed effort to meet the unique investment
and service needs of institutional investors.