J W Korth & Company

J W Korth & Company, established in 1982, specializes in the fixed income market and began offering investment advisory services in 2011. The firm's expertise in fixed income investments enhances its Portfolio Management services, covering various types of investments such as equities, corporate bonds, municipal bonds, and more. Clients maintain control of their assets, with trades executed under a limited power of attorney. The firm offers tailored relationships based on client goals and objectives, allowing for restrictions on certain investments. For investment advisory services, J W Korth charges fees based on a percentage of assets under management, with a preferred minimum investment of $500,000 and a negotiable annual fee schedule. The firm may waive minimums under certain circumstances. Clients are responsible for additional fees such as custodial fees and transaction charges. J W Korth does not accept performance-based fees but may engage sub-advisors who charge them. The firm serves various types of clients, including individuals, institutions, and businesses. Account minimums vary based on account type and strategy, with a focus on income-oriented investing. J W Korth utilizes fundamental, technical, and cyclical analysis for investment decisions, primarily recommending fixed income securities. Investment strategies include long-term and short-term purchases, as well as high yield closed-end fund strategies. Clients should be aware of potential risks, including interest-rate, market, and liquidity risks. The firm has a Business Continuity Plan in place and maintains an information security program to protect client data. J W Korth is a fiduciary and does not vote proxies on client securities.