| Background of Organization |
Jantz Morgan LLC is a boutique investment management company founded on the
premise that superior quantitative models will significantly outperform human experts over the long term. We utilize System Dynamics as the foundation of our model building approach: stressing science over art; stressing cause and effect relationships over correlations; and, stressing replicability and consistency of process without over reliance on singular events. The firm's objective is to provide its clients with total return at an acceptable level of asset volatility in a diversified portfolio. We aspire to do all this while being a socially responsible enterprise that is respectful of our client's values. |
| Address |
253 Pleasant St.
Arlington, MA 02476
|
| Type of SD Work |
System Dynamic models to support stock selection and portfolio management process. |
| Where SD fits in your organization |
We use the System Dynamics methodology as the basis for all our stock selection models.
|
| Business Contact Person |
Sean Morgan |
| Contact phone, fax and/or email |
morgan@jantzmorgan.com
781-643-6027
|
| URL to host organization |
http://www.jantzmorgan.com
|
