JOCELYN INVESTMENT MANAGEMENT, LLC

Overview

Jocelyn Investment Management, LLC is a fee-based advisory firm that emphasizes managed portfolios held largely in public funds and mutual funds while offering both portfolio management for individuals and small businesses and pension consulting services. The firm’s client mix includes individual and family clients as well as institutional relationships. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Investment activity shows a preference for externally managed pooled vehicles rather than concentrated direct equity positions. The firm is not identified as an active ESG investor. A substantial portion of client assets is maintained in non-discretionary arrangements, which suggests clients retain final trading authority while the adviser provides model allocations, advice and implementation guidance.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices