3. Meet the JSK Behind JSK Partners
Joseph S. Kalinowski, CFA, is a member of the CFA Institute as a Chartered Financial Analyst. In
the early 90’s Mr. Kalinowski joined I/B/E/S (Institutional Broker’s Estimate System), a global equity
research firm. At I/B/E/S he developed proprietary forecasting models based on analyst corporate
earnings sentiment, which led I/B/E/S to the first consensus earnings report. In 2000, Thomson Financial,
currently a $12 billion company and a leading provider of global financial information purchased
I/B/E/S. Mr. Kalinowski was promoted to Senior Equity Strategist for Thomson Financial. As a Senior
Equity Strategist, he was responsible for the integrity of all research and documents produced by his
department. During his tenure at Thomson, he developed numerous products based on his research,
including Aggregate Data Points and Monthly Comments, establishing himself as a resource to buy-
and sell-side institutions globally. Mr. Kalinowski is recognized by the Wall Street community as an
expert in earnings forecasting and macro analysis.
Mr. Kalinowski has been frequently called upon by institutional investors and members of the Federal
Reserve Board as a source regarding the sentiment of analysts, corporate earnings analysis, and
quantitative modeling.
In the late 90’s, Mr. Kalinowski was engaged by the Federal Reserve Board under the auspices of Alan
Greenspan to consult on what has now become the “Fed Model”. Mr. Kalinowski used his quantitative
knowledge to develop several proprietary strategies which are available only to clients of JSK Partners
of New York.
Mr. Kalinowski has appeared on CNBC, CNNfn, Bloomberg, Reuters, Bridge/webFN, Nightly Business
Report and Yahoo FinanceVision. His work has been cited in Forbes, Business Week, Financial Times,
Barron’s, The Wall Street Journal, The New York Times, Reuters, Bloomberg, USA Today, New York
Post, ABCnews.com, Red Herring and the Dow Jones News Wire. Mr. Kalinowski has also authored
articles published in Global Investor, Buyside Magazine and The Street.com.
Mr. Kalinowski graduated from Hofstra University, where he earned his Bachelor’s of Business
Administration with a major in Finance and Banking. He has done graduate work in economics at
Baruch College. He is a member of the CFA Institute and the New York Society of Securities Analysts
(NYSSA). Mr. Kalinowski was awarded the Chartered Financial Analyst (CFA) designation in 2001.
4. A Boutique Money Management Firm
Solutions That Can Bring Financial Peace of Mind
As a boutique money management firm, JSK Partners provides service that is personal, pri-
vate, and exclusive. At JSK Partners, we aspire to provide personal service and attention only
achievable through our unique team and approach:
We take the time to understand your investment goals and objectives.
We take the time to understand your investment goals and objectives.
We will examine where current financial objectives and where you want to a detailed
We will examine your you are financially today versus then we will create
investment plan and then we will create a detailed investment plan to get you there.
be in the future, to get there.
Your portfolio will be tailored to your goals and tolerance for risk.
Your portfolio will be tailored to your goals and tolerance for risk.
Your portfolio is actively monitored and you will receive monthlyreports are generated
Each portfolio is actively monitored and monthly performance reports about
your reviewed.
and performance.
We take a contrarian investment approach, which we believe allows us to purchase
We take a contrarian investment approach, which allows JSK to purchase investments
investments at values.
at discounted discounted values.
As a privately-held independent investment firm, we are not influenced by a large parent
As a advisory firm, our advice is not influenced
company’s agenda and wewe are free customize the right solution for you. client.
by a corporate parent and are free to to choose the right solution for each
A Systematic, Disciplined Approach
Balancing Risk And Return, Providing Unique Strategies
JSK Partners is committed to providing strategies to meet your needs. Strategies may include
growth, income, value, alternative investments, or any combination thereof. We look beyond
the obvious to ensure matching strategies with your goals and objectives. Each portfolio ben-
efits from our proven proprietary models. We design and implement all strategies internally
allowing our clients to speak directly with the portfolio manager. Our diversity in investments
allows for greater risk-adjusted returns for our clients, while at the same time reducing volatil-
ity and uncertainty.
5. Comprehensive Wealth Management
Seeking Market Opportunities
Our experienced strategists believe choosing individual companies offers greater returns than
buying packaged products, such as mutual funds. We seek increased risk adjusted returns using a
combination of proprietary strategies depending on market conditions and your personal needs.
A Long-Term Perspective: Market conditions change, which is why we constantly
monitor each portfolios’ investments. We seek opportunities through every market.
Equities, Bonds, and Alternative Investments: Asset allocation is the most important
factor in determining investment returns. We focus domestically, but are cognizant of
secure international opportunities.
Continual analysis: We actively analyze fundamental data, technical data, and macro-
economic data to ensure each portfolio is properly positioned.
Diversification: A well-diversified portfolio produces less volatile returns than one
made of investments that rise and fall together. This is the reason our strategies include
growth, value, income, and alternative structured finance.
Our Investment Philosophy
Consistency, Stability, Reliability
Successfully designing and maintaining a portfolio that is properly individualized requires
experience, training and strong knowledge of both financial theory and practice. Expected
yields, up-side profitablility versus down-side risk, correlation, and expected sensitivity to
various factors (e.g., inflation, interest rates, energy prices, global growth, trade and budget
deficits) are just some of the attributes to be considered in determining relative investment
attractiveness, and weighting within a specificly tailored portfolio. Meet with us to experi-
ence the power, versatility, and unique insight of our team.
6. Personalized Wealth Management
Your Needs Drive Our Relationship
While every situation is unique, at JSK Partners, we believe that a disciplined approach to asset
management is the key to financial success. Our process is systematic:
Discovery: In our first meeting, we work together to uncover your true financial needs, goals,
concerns, and evaluate your current financial position.
Your financial framework: With a better understanding of your needs, we will design a
customized, actionable plan to help achieve your goals. Your Plan takes into consideration your
return requirements, risk tolerance, time horizon, liquidity needs, and tax concerns.
Mutual commitment: After reviewing your plan, we can answer all of your questions, respond
to any concerns, and then decide together how to proceed.
Implementing your plan: Upon finalizing your plan, we will efficiently implement without
delay and proceed as market conditions permit. Call us at any time for information or questions.
Review: As life changes, so do your goals. To make sure your plan remains in line with your
goals we will meet regularly to review your progress and ensure your plan continues to fit your
objectives.
A Private Meeting With Our Team
Your Next Step
JSK Partners doesn’t promise pre-scripted answers or “cookie-cutter” solutions. Instead, we offer a
prudent process with a long-term focus that meets your financial goals. Let us share our experience
and expertise with you. Contact JSK Partners for a private confidential consultation. Find out what a
true money management firm can do for your financial future.
