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Our Clients

Our clients value objective and timely advice, focused on achieving their financial goals. We serve our clients by providing independent financial advice and investment management, tailored to their unique circumstances.

Individuals and Families:

We serve individuals and families by crafting portfolios to protect and grow our clients’ wealth. JPS leverages the firm’s professional partnerships, including accountants, lawyers, and other financial professionals, to optimize our clients’ financial decision making.

Foundations and Non-Profits:

Our institutional clients include foundations and non-profits who wish to align their investments with the mission of their organization, while optimizing performance and meeting the fiduciary standard.

Investment Advisors:

Our institutional clients also include other investment advisors, for whom we design investment models tailored to the advisor’s specific practice. Advisors have the option to retain full investment discretion and asset custody or outsource these functions, which ever best fits their service model.