Understand
We take the time to learn about your goals, priorities and what you want your wealth to make possible.
Why JCIC
A Disciplined Process For Managing Your Wealth
Every investment decision at JCIC follows a clear process — from understanding global markets and selecting quality companies to building your portfolio and managing it through changing markets and life stages.
A Two-Way View of the World
How We Select Your Investments
Our research combines a big-picture view of the world with detailed analysis of individual companies.
We study global trends, economic cycles, trade, interest rates and changing market conditions to understand where opportunities and risks may be emerging.
Then we look closely at individual businesses. Every investment must pass JCIC's proprietary 10-Point Investment Framework, which evaluates quality across three core areas.
What Every Investment Must Prove
Before we invest, every company is tested through JCIC’s 10-Point Investment Framework — a disciplined review designed to identify quality, reduce avoidable risk and confirm whether the opportunity deserves a place in your portfolio.
Our 10-Point Investment Framework
Financial Health
What We Demand
Reliable cash flow, manageable debt and efficient operations.
Why It Protects You
Gives the business flexibility to fund growth and withstand difficult economic conditions.
Quality Leadership
What We Demand
Experienced leaders with a history of disciplined, responsible capital management.
Why It Protects You
Helps reduce unnecessary risk and supports better long-term decision-making.
Protective Screening
What We Demand
Strong regulatory, supply-chain and governance practices.
Why It Protects You
Helps identify hidden risks that could damage the company and your investment.
How Our 10-Point Framework Works
Kai Lam explains how JCIC evaluates company quality, future upside and changing outlook before deciding whether an investment belongs in a portfolio.
Quality Is Only The Start
When We Decide
When We Decide
To Own A Company
A high score in our 10-Point Investment Framework is only the beginning. We also assess valuation, future upside and whether the company's outlook is improving or weakening.
We invest for the long term —
not to time the market, but to decide when a company earns a place in your portfolio.
01
Quality
Passes our 10-Point Investment Framework
02
Valuation And Upside
Offers attractive potential over one-, three- and five-year periods
03
Changing Outlook
The investment case is improving, not weakening
Earns A Place In Your Portfolio
From First Conversation to Ongoing Management
01
02
Design
We build a clear strategy around your needs, rather than placing you into a standard model.
03
Implement
We put the plan in place carefully, whether you are transferring, consolidating or investing new assets.
04
Manage
We oversee your portfolio, keep you informed and adjust the strategy as life and markets change.
Why The Relationship Matters
Michelle Burandt explains why understanding what matters to each client is essential to building the right financial and investment strategy.
Frequently Asked Questions
Who actually manages my portfolio?
Your portfolio is managed by experienced investment professionals who follow JCIC’s disciplined investment process and understand your goals and financial picture.
How does JCIC decide what belongs in my portfolio?
JCIC combines global market research with company-specific analysis. We evaluate quality, valuation, upside potential, risk and changing outlook before deciding whether an investment belongs in a client portfolio.
Will I have to sell everything I currently own?
Not necessarily. We review your existing holdings before making changes and consider tax consequences, costs and your broader strategy.
What happens if I am investing new capital?
We build the strategy around your goals and put the capital to work carefully, whether it comes from cash, a business sale, inheritance or another source.
How long does it take to transfer or open my accounts?
Timing depends on the number and type of accounts involved. We guide the process, coordinate the details and keep you informed throughout.
How often will I hear from my portfolio manager?
Communication is ongoing. We provide regular reviews and remain available as your needs, priorities or circumstances change.
Let's Build What Matters. Together.
If you have $500,000+ to invest and are considering a more personal approach to managing your wealth, we invite you to start a private conversation with our team.
Request a Private Portfolio Review