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Our Experience, Your Piece of Mind Wealth Management For Your Future

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Our Experience, Your Piece of Mind

Wealth Management For Your Future

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.

A Boutique Money Management FirmSolutions 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 will examine where you are financially today versus where you want to be in the future, and then we will create a detailed investment plan to get you there. Your portfolio will be tailored to your goals and tolerance for risk. Your portfolio is actively monitored and you will receive monthly reports about your performance. We take a contrarian investment approach, which we believe allows us to purchase investments at discounted values. As a privately-held independent advisory firm, our advice is not influenced by a corporate parent and we are free to choose the right solution for you.

A Systematic, Disciplined ApproachBalancing Risk And Return, Providing Unique Strategies

We will examine your current financial objectives and then we will create a detailed investment plan to get there.

Each portfolio is actively monitored and monthly performance reports are generated and reviewed. We take a contrarian investment approach, which allows JSK to purchase investments at discounted values.As a privately-held independent investment firm, we are not influenced by a large parent company’s agenda and we are free to customize the right solution for each client.

We take the time to understand your investment goals and objectives.

Your portfolio will be tailored to your goals and tolerance for risk.

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.

Comprehensive Wealth ManagementSeeking 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.

Our Investment PhilosophyConsistency, Stability, Reliability

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.

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.

Personalized Wealth ManagementYour Needs Drive Our Relationship

A Private Meeting With Our TeamYour 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.

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.

Our Experience, Your Piece of Mind

Office: 800-618-1120Fax: 212-537-0462

[email protected]

40 Wall Street, 28th FloorNew York, NY 10005www.jsk-partners.com

©2011 JSK Partners of New York, LLCProperty of JSK Partners of New York, LLC. All Rights Reserved.

Neither the designs or text presented may be used without the express written consent of JSK Partners of New York, LLC

JSK Partners of New York, LLC, and its affiliates and subsidiaries and their officers, directors, employees and agents are not responsible for and will not be liable to you or anyone else for any damages whatsoever (including direct, indirect, incidental, special, consequential, exemplary or punitive damages) arising out of or in connection with your reliance on the brochure, even if the JSK Partners of New York, LLC, its affiliates or subsidiaries or their officers, directors, employees or agents have been advised of the possibility of these damages. Investment management products and services described in this brochure are not deposits, are not insured by the Federal Deposit Insurance Corporation or other similar institution, may lose value and contain no bank guarantee. Past performance is not necessarily a guide to future performance and any exposure to foreign currencies may cause additional fluctuation in the value of any investment.