JR Dallas Wealth Management  has been created to hold the alternative investment portfolio of its high net worth shareholders.
JR Dallas Wealth Management executes an investment strategy based on disciplined value investing principles and guided by macro-economic outlook.  JR Dallas Wealth Management’s  major investors act as a limited partner in the investments undertaken by JR Dallas Wealth Management, and maintain a balance sheet free of any long term debt or liabilities.  JR Dallas Wealth Management has identified the following target asset categories as providing the greater risk adjusted cash-on-cash and equity returns in the current economic climate.

Speciality and Niche Lenders

Debt or Equity Investments in niche/speciality lending businesses

Structured Venture Capital

Structured Investments in growing businesses

    Private Equity

Controlling or non controlling investments in businesses with strong cash flows.

Public Equity

Top-Down Approach .