Jordan Kimmel

Portfolio Manager

With over 30 years of experience in the financial services industry, both as a retail broker and fund / portfolio manager, Jordan is the creator of the FACTS® Stock Selection Process, which employs a unique holistic and quantitative analysis on the integrity and sustainability of over 2,000 US companies.

Jordan’s FACTS® method identifies organizations with:

Financial Strength
Accounting Conservativeness
Corporate Integrity
Transparency
Sustainability / ESG (Environmental, Social, and Governance) Metrics

FACTS® analyzes the largest and most liquid companies, and also incorporates Jordan’s Magnet® Investment Strategy, one of the first strategies of its kind to combine the best tenets of value, growth, and momentum of company fundamentals.

Magnet® has been licensed to several leading institutions around the country, and Jordan appears frequently on several major financial TV networks, including CNBC, Fox Business, Bloomberg, and ABC News, among others.  He has also been quoted extensively in several publications, including Forbes, The Wall Street Journal, and U.S. News & World Report.  He is the author of two books, the most recent being “The Magnet Method of Investing.” (Wiley, 2009).

              

Sustainable Investing Services for Financial Professionals

The first turn-key portfolio construction and marketing solutions for advisors interested in Impact and ESG Investing.

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