JARRED BUNCH, LLC
TAMPA, FLORIDA

JARRED BUNCH, LLC is a Florida-registered investment management firm founded in February 2003, located in Tampa. Headquartered at 3625 E 96th Street, Indianapolis, IN, the company has undergone various name changes and was previously known as JARRED CAPITAL MANAGEMENT, LLC. With a mission beyond traditional market beating, JARRED BUNCH focuses on helping clients achieve specific life goals such as financial independence, retirement planning, funding educational expenses, or acquiring real estate. Their investment philosophy emphasizes long-term success through prudent portfolio diversification, careful tax management, and minimizing downside risks. The firm utilizes sophisticated models for performance analysis, including their proprietary Factor VI model launched in April 2015. Although the historical data ranges from 1972 to current times using indices, and ETF data post-2008, it reflects hypothetical back-testing and includes operating expenses considerations. JARRED BUNCH embraces investment strategies influenced by Nobel Prize-winning economists Eugene Fama and Ken French's extended three-factor model, adding momentum as a sixth factor in their portfolio formulation. Recognized for its prudent stance on wealth creation through asset ownership, risk mitigation via volatility management, and fostering positive investor behavior, the firm prides itself on creating financial security independent of governmental or corporate support. Its leadership team includes Scott A Jarred as Manager, with contact available through phone or their website at jarredbunch.com. The most recent annual report was filed on July 12, 2024.