| | Building Relationships Into Life-Long Partnerships | Financial Markets Commentary: Wake-Up Call for Investors The usually staid safe-haven government bond market broke with tradition in May as volatility increased and yields surged. It’s time to consider how to position your bond portfolios for the possibility yields could shift to a higher plateau over the next several quarters. Read the full financial markets commentary, as well as asset-class views and key forecasts, in the latest edition of Global Insight. Welcome to the JMS Group Website! Thank you for taking the time to visit our website! Our website has been designed to introduce you to The JMS Group, which is comprised of Financial Advisors, Jim Renn, Scott Heck, Rob Landgraf and Investment Associate, Melissa Mergen. You will also be introduced to our wealth management practice as well as useful tools and resources that will allow you to become more comfortable with your wealth management plan in a complex and ever changing investment world.
We encourage you to explore this website and contact us to discuss whether our disciplined wealth management process is right for you, your family, foundation, endowment or small business. We have expertise in wealth management strategy and planning, investment management & analysis, risk management through insurance.
To learn more about our team, we invite you to click the About Our Team link in the upper left tool bar.
To get a feel for what it's like to work with us click the Wealth Managment Approach link in the upper left tool bar.
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If you can't find what you need, please email or contact us directly.
Value Statement We provide a superior and consistant client experience by combining each team member's unique area of expertise with the broader resources of RBC Wealth Management.
Many times we find that what investors want and need is very different from what they actually have. Our job is to make sure that what our clients want, need, and have are one and the same.
We do three things for our clients. We help them:
- Simplify their lives with customized financial solutions.
- Learn how to take advantage of opportunities while managing risk.
- Build and protect a legacy for the ones they love.
In return, we trust when our clients have a question on anything financial, we are their first phone call.
We want to be your primary financial advisor. Whether we are working with individuals, businesses, or non-profit organizations, our focus is on building our client relationships into life-long partnerships.
Contact Us
Jim F Renn is currently registered to conduct business with residents of the following states:
AR, AZ, CA, CT, FL, HI, IA, IL, MD, MN, MO, MT, NC, ND, NE, NM, OH, OR, TX, VA, WA, WI Scott D Heck is currently registered to conduct business with residents of the following states:
AR, AZ, CA, CO, FL, HI, IA, IL, MI, MN, MO, MT, NC, ND, NE, OH, OR, SD, TX, VA, WI Rob Landgraf is currently registered to conduct business with residents of the following states:
AR, AZ, CA, FL, IA, MN, MO, MT, NC, ND, NE, OH, OR, TX, VA, WI
Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.
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