1.877.451.HNCU

Jolliffe Capital Investments

As a Registered Investment Advisory Firm, JCI receives its compensation from a negotiated, single annual rate, paid quarterly, versus unknown commissions & costs dependent upon trading activity. As a result, the JCI team is incented to employ strategies tailored to both adding value to your portfolio while allocating your assets in such as way as to diversify as much market risk and down-side potential as possible. JCI's team approach, depth of resources and capability to conduct rigorous investment analysis is an essential element in what differentiates Jolliffe Capital from other firms.

Investment Strategies tailored to your specific needs

including:

  • Customized Investment Policy Statement
  • Commons Stock portfolios
  • Corporate, Municipal and Government Bonds
  • Separately Managed Accounts
  • Exchange Traded Funds
  • Managed Mutual Funds at Net Asset Value
  • Low-cost, no-load, no-surrender-fee variable annuities
  • Customized Financial, Business & Estate Planning

Visit Jolliffe Capital to learn more.



Happy 401K

In these confusing financial times many people are especially concerned about how to allocate their 401K investments. Discover answers at Happy401k.com hosted by Jolliffe Capital, Inc. with a free trial subscription!

 

Happy401K.com provides information and guidance designed to help 401K investments keep up with the changing marketplace. HNCU members receive a 20% discount on monthly, quarterly or annual subscriptions, with 24/7 access to:

  • Weekly emailed market summaries with information on current changes in the marketplace and how they might affect the allocation of 401K funds.
  • Hot Alert emails with detailed information and concerns about changes in the marketplace that could dramatically affect your investments.
  • Quarterly assessment of your allocation of 401K funds based on your individual risk tolerance.
  • Information customized to your needs and goals based on a detailed assessment of information you provide.
  • There’s much more! Sign up today and discover how Happy401K.com can help you build for your future and take the anxiety out of 401K investing.

Receive 30 days of free investment advice to find out if Happy401k.com is the right information resource for you. HNCU members get a 20% discount on subscriptions when you enter the code (HNCU). Jolliffe Capital constantly evaluates the world marketplace to offer you the most current investment strategies. Markets are changing rapidly – don’t let your investments fall behind.

 

Visit Jolliffe Capital to learn more.

Financial Planning and Investment Management Services offered through Jolliffe Capital, Inc., Registered Investment Advisor. Investments May Lose Value. Past performance is not indicative of future results. www.happy401k.com is a DBA of and is owned by Jolliffe Capital, Inc.