back to top

Service: Investment and Balance Sheet Administration

Investment and Balance Sheet Administration

We can show you how hard your investments are working through a variety of services that detail your current investment strategies and performance, and help you manage the overwhelming paperwork that personal investments generate. JDJ provides:

  • Investment performance and asset allocation reporting
  • Performance reporting against industry benchmarks
  • Administration and oversight of alternative investments, including capital call processing, distribution tracking, capital commitment, document abstracting and cost basis tracking
  • Transaction planning, structuring and documentation
  • Maintenance of detailed electronic files for all investments

Contact Us

Questions? Contact us to learn how JDJ can make a difference in your life.


© 2024 JDJ Family Office Services. All Rights Reserved.
Site design & development: Zoocru