Start with $5,000. Build your position monthly.

Choose a platform access level ($250–$5,000/month) or set a custom amount. Opt into Auto-Allocate to stay consistent and reduce follow-up.

Typical onboarding: 24 hours to 5 days.

Man in suit looking at laptop, smiling.

Selective Capital Deployment Platform Built on the Perpetual Alpha Flywheel (Miami, FL)

JLM Advisors is not a traditional advisory firm. We are a selective, relationship-driven capital deployment platform designed for business owners, operators, and investors who want more than surface-level advice.

Based in Miami, FL, our work centers on a disciplined flywheel: discover capital inside the business, redeploy it intentionally, compound it across diversified vehicles, and reinforce stewardship through Perpetual Giving.

This platform is selective by design. Every relationship begins with a 15-minute introductory call to confirm mutual fit.

What Makes the Perpetual Alpha Platform Different

Most firms focus on advice. JLM Advisors focuses on execution, alignment, and compounding.

The Perpetual Alpha platform is built to move beyond static planning by actively guiding qualified participants through a repeatable capital flywheel. We help uncover capital already hidden inside the business, redeploy that capital into professionally managed investment strategies, and compound it over time—while embedding stewardship through Perpetual Giving.

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The Perpetual Alpha Flywheel Explained

At JLM Advisors, we guide our members through a structured, four-step process designed to maximize both profitability and purpose.

We begin by identifying capital embedded within operations. This includes uncovering profit leaks, operational inefficiencies, tax strategies, and structural improvements that can unlock new financial capacity without increasing risk.

Discovered capital can be redeployed into professionally managed investment accounts through our registered investment advisory platform, leveraging providers such as Interactive Brokers for global access and execution.

Our Profit-4-Trading (P4T) strategies and the Perpetual Alpha Fund serve as a compounding engine within the broader flywheel.

As capital compounds, it can be deployed across opportunities such as business acquisitions, real estate exposure, and other real-asset strategies aligned with the platform.

Giving is embedded into the system to reinforce long-term stewardship and alignment.

Our Services

JLM Advisors offers a comprehensive suite of wealth-building and business growth services, including:

  • Membership-Based Investment Strategies
  • Strategic Mergers and Acquisitions Support
  • Real Estate Investment Opportunities
  • Business Scaling and Operational Consulting
  • Philanthropic Advisory and Impact Programs

Each service is designed to integrate seamlessly into the Perpetual Alpha ecosystem, ensuring that every member benefits from continuous growth, diversified assets, and purposeful impact.

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Take the Next Step in Your Growth Journey

Becoming a member of JLM Advisors means more than joining a platform; it means joining a movement that transforms wealth into opportunity and purpose. From Miami, FL, we are committed to helping entrepreneurs, investors, and impact-driven business owners maximize their potential and leave a lasting legacy.

Participation Requirements (Non-Negotiables)

Participation Requirements (Non-Negotiables)

●      Minimum starting amount: $5,000

●      Ongoing participation (monthly): $250 / $500 / $1,000 / $2,500 / $5,000 + Custom amount

●      Auto-Allocate (optional): opt-in automatic monthly participation amount

●      Draft date: 1st of the month OR participant-selected date

●      Change/pause/cancel rule: 3 days’ notice before the scheduled draft date

●      Tone requirement: business-owner friendly, confident, clear, not hype

Fuel the Fire Flywheel

Fuel the Fire: optimize cash flow, then allocate automatically.

Many business owners don’t need to “find extra money” to build capital—they need to uncover it inside the business. Our process helps identify cost-saving opportunities, then (if it fits your goals) you can allocate a portion into your monthly participation amount to build your capital base over time.

●      Step 1: Identify cost-saving opportunities inside your business

●      Step 2: Choose what portion to allocate (optional)

●      Step 3: Auto-Allocate monthly into your platform participation amount

●      Common savings opportunity range we uncover: $10,000–$50,000/year (varies by business)

●      Example engagement: up to $300,000 in identified savings opportunities (implementation and results vary)

Participation Levels (Monthly)

After the initial $5,000 start, select a monthly participation amount aligned with your plan.

Tier Cards: - Starter — $250/mo
Steady participation with a simple monthly commitment. - Core — $500/mo
A balanced monthly participation level for consistent builders. - Growth — $1,000/mo
For participants prioritizing faster capital build-up. - Accelerator — $2,500/mo
For participants scaling engagement meaningfully. - Premier — $5,000/mo
For participants building aggressively. - Custom amount
Choose any monthly amount aligned with your plan.

Micro-copy under tiers: Minimum start: $5,000.

Auto-Allocate (Set It Once, Stay Consistent)

Prefer hands-off? Enable Auto-Allocate to automatically process your monthly participation amount.

●      Opt-in automatic monthly participation amount

●      Choose your date: 1st (or another date)

●      Change, pause, or cancel anytime with 3 days’ notice before your scheduled draft date

●      Enable Auto-Allocate during setup

5) FAQs (Objection Handling)

  • Q: Is this a guarantee?

    A: No. Any illustrations are hypothetical and for educational purposes only. Results vary and there is risk of loss.

  • Q: Who is this platform for?

    Business owners, operators, and investors seeking a structured, disciplined approach to capital discovery and long-term compounding. This is selective by design and begins with a 15-minute introductory call to confirm mutual fit

  • Q: Can I start immediately?

    A: After the introductory call and confirmation of fit, you can begin onboarding once the $5,000 minimum starting amount is met.

  • Q: Can I choose a custom monthly amount?

    A: Yes. You can select a tier or set a custom monthly participation amount.

  • Q: What if I need to pause or change my amount?

    A: You can pause or adjust Auto-Allocate anytime with 3 days’ notice before your scheduled draft date.

Start With a 15-Minute Introductory Call

Every relationship begins with a short, focused conversation to confirm mutual fit.

● Phone: 305-888-1985

● Location: Miami, FL