Hellman Jordan Management Co Inc

Hellman, Jordan Management Co., Inc. is a registered investment adviser founded in 1978, specializing in equity asset management for high net worth individuals, trusts, profit-sharing plans, and private foundations. The firm's investment strategy focuses on investing in growth equity securities with above-average earnings potential. They employ a top-down, bottom-up investment process to identify main growth themes within the markets and maintain a concentrated portfolio of approximately 25-50 stock positions. The firm's investment team, led by President Jerry Jordan, actively manages portfolios on a daily basis, adjusting positions in response to changes in company fundamentals, price objectives, relative values, and technical considerations. Hellman, Jordan charges fees based on agreements with clients, billed quarterly, and exclusive of brokerage commissions and other related costs. The firm exercises investment discretion in selecting securities consistent with clients' stated objectives. Clients are required to hire their own custodian, and Hellman, Jordan provides monthly reports summarizing portfolio holdings. The firm has a Code of Ethics to regulate personal securities trading activities and maintains a Proxy Committee for voting client securities. No disciplinary information is reported for Hellman, Jordan.