Why JHM Advisory?

With a reputation in the industry for providing candid feedback, Julie will provide direct and forthright observations. Colleagues and clients have recognized Julie’s “fair, respectful and frank” approach to sharing analytical conclusions and action plans. While it’s difficult to be objective about your own business, Julie will provide unbiased, and thoroughly considered, impartial viewpoints – helping your firm to close the gap between perception and market/client reality.

Having devoted her career to scrutinizing investment firms, teams, processes, and practices across the global equity spectrum, Julie knows what attributes are critical for investment success. With considerable, in-depth knowledge of the competitive landscape, Julie will position your firm to stand out in a crowded field of competitors.

Julie’s industry knowledge will continue to evolve, ensuring essential critical thinking to remain abreast of changes in financial markets, investment firms, asset flows, product offerings, and client priorities. She has assembled valuable resources, including eVestment (a part of Nasdaq) and an advisory council of investment and consulting peers.

Investment Management Firms

Julie’s investment firm and strategy expertise spans geographies, sizes, styles and classifications. She recognizes the critical importance of maintaining a firm’s culture and vision, while adapting to changing market preferences.

Julie has conducted hundreds of interviews across a spectrum of key investment firm constituents, including respected investment firm leaders, investors, marketers, traders and administrators. Consequently, Julie doesn’t shy away from challenging or uncomfortable discussions and topics, always remaining respectful of her audience and role.

  • -Public and private companies

    -Multi-asset class, global leaders

    -Boutiques

    *Product offerings across the geographic, style and size spectrum*

  • -Partners / C-suite Executives

    -Portfolio Managers

    -Analysts

    -Investment Specialists

    -Consultant Relations / Marketing

Investment Consultants

Investment management firms are eager to impress consultants as the consultants are the gatekeepers directing their clients to investment firms best positioned for investment success.

Julie seamlessly helps investment firms navigate the evolving web of consulting firm models. She brings first-hand knowledge of best practices helping to create the optimal, productive relationships with consulting firms.

  • -Manager Research - research staff determines short-list of recommended managers/strategies

    -Field Consultant – field consultants choose their preferred managers/strategies

    -Combined – field consultant starts with research short-list, adding ideas or editing short lists based on client objectives

Prospective Clients

As a Founding Partner at Rocaton, Julie was actively engaged with many types of consulting clients, aiding them in their decision making processes. Julie knows what resonates with clients and is intimately familiar with the nuances involved in complex and differing decision-making processes. She understands the importance of identifying influential decision makers, while still balancing the perspectives of many constituents.

  • -Corporate pensions and defined contribution plans

    -Insurance companies

    -Public plans

    -Endowments / Foundations

    -Private wealth

    -Financial intermediary

  • -C-suite Executives

    -Investment Committee

    -Board of Directors

    -Staff