Our History
1983—The Beginning
We founded CMJ Partners nearly 30 years ago as a family office to support our individual family members and friends of family. The office provided investment management, risk management, tax management and a philanthropy platform. The mission was to provide individualized service, better than market investment performance, and a cost effective delivery of services. From the beginning, individually managed, equity portfolios were the main investment focus.
2001—The Turning Point
The alternative investment long-short equity fund was developed in 2001 as an addition to the family's individually managed accounts. The fund practices the same strict fundamental value discipline that guides all of the firm's equity investments. Nearly 20 years of experience had proven the CMJ Partners' investment process not only successfully identified long stock candidates but short stock opportunities as well. A long-short fund provided an ideal vehicle for capturing the information content on both sides of the alpha distribution.
The fund was initially limited to family members as the approach was tested and refined. Good results led to the acceptance of a few select clients in 2006. Now, in keeping with the fund's continued and proven success and consistent with the plan to offer CMJ Partners' products and services to a broader clientele, it is available to all CMJ Partners' clients.
2010—The Future
CMJ Partners became a registered investment advisor in 2010 to provide all of its investment management products and services to outside clients both individual and institutional. Outside clients receive exactly the same service and invest along side with all family and friends' accounts.
This historical expansion and development of our family office has allowed us to leverage both our in-house investment management team and outside business partners, benefiting both family and non-family clients alike. We provide cost effective delivery of best-of-breed investment products and excellent investment performance. Our extended target market now comprises individuals, families and institutional investors (trusts, foundations, endowments, partnerships, corporations, and not-for-profits) in addition to our family members. Our objective is to satisfy each client's short and long term financial goals, provide personalized service, and offer top-tier investment performance. These objectives are consistent with the original mission of our family office.