JARRED BUNCH, LLC
TAMPA, FLORIDA

Based in Tampa, Florida, JARRED BUNCH, LLC has been an influential player in the investment management scene since its founding in February 2003. Originally known as JARRED CAPITAL MANAGEMENT, LLC and now operating out of Indianapolis, their journey reflects both growth and evolution through a series of name changes reflective of their expanding mission. At JARRED BUNCH, they break away from the conventional obsession with simply beating market averages. Instead, they commit to guiding clients toward achieving personal life goals-be it financial independence, setting up funds for education, planning for retirement, or purchasing a home. Their approach is thoughtful and grounded in strategies that support long-term prosperity: creating diversified portfolios tailored to their client's needs, tax efficiency to preserve wealth, and tactics designed to guard against significant losses. Leveraging cutting-edge tools like the Factor VI model, introduced in 2015, JARRED BUNCH analyzes investment performance with data stretching back as early as 1972. Although this involves hypothetical scenarios for historical periods prior to ETF availability in 2008, it underscores their commitment to detail and precision by factoring in operating expenses. Additionally, they integrate insights from the celebrated work of Nobel laureates Eugene Fama and Ken French. By expanding on the renowned three-factor model to include a momentum component, they strive for finely-tuned investment strategies. Their philosophy doesn't just focus on growth; it's about constructing lasting financial resilience without reliance on external entities like government programs or corporate structures. Led by Manager Scott A Jarred, who's just an email or phone call away, the firm maintains transparency and connectivity with their investors. For those looking to delve deeper into JARRED BUNCH's accomplishments and strategic outlooks, further details can be found in their latest annual report dated July 12, 2024, available via visits to their website at jarredbunch.com.