J&M Asset Management, Ltd. provides individual investors, private business owners, bank trust departments, fiduciaries and other related parties with financial services related to the management of limited partnerships and closely held businesses. These services include estate tax valuations, IRA valuations, annual regulatory compliance reports and other related services.
Our services meet individual investor and client bank/trust company needs by providing:
- One credible, independent third-party, and approved service provider to contact for all valuations/reviews
- Competitive pricing
- Valuation reports that meet your deadlines
- Flexibility – we customize the format of our annual valuation and review reports as needed to meet your specific requirements
- Consistent Reporting – we provide management reports to you on a regular basis to efficiently manage the valuation or review project