John Moore & Associates Inc

John Moore & Associates, Inc. (JMA) is a registered investment adviser founded in 1997, located in Albuquerque, NM. The firm specializes in providing investment management services in equity, fixed income, and balanced strategies through separately managed accounts to various clients, including high net worth individuals, business organizations, trusts, foundations, and more. JMA offers personalized asset management services tailored to clients' financial goals, utilizing their objectives, time horizons, and risk tolerance. The firm's investment strategies include the JMA Asset Allocation Model, Dynamic Equity Model, Managed Bond strategy, JMA Income Model, Equity Income Model, and Equity Model. JMA does not use performance-based fees or engage in side-by-side management. The minimum relationship requirement is $300,000, which may be waived at the firm's discretion. Clients are billed quarterly in advance based on a tiered fee schedule depending on the account value and strategy. JMA does not vote proxies on behalf of clients and does not have any financial commitments impairing its ability to meet obligations. The firm emphasizes client data security and confidentiality, with strict access controls and policies in place to protect client information.