Real Impact, Real Returns ℠

JPS Global Investments offers tailored investment management & wealth planning.

Our mission is simple: to help our clients reach their financial objectives and life goals, while tailoring our investment approach to their unique circumstances and values. Whether investing for retirement, family, or philanthropy, our clients can count on us to be there for them every step of the way.

At the core of what we do, is our fiduciary duty to put our clients’ interests first. As a fee-only advisor we are focused on protecting and growing our clients’ wealth, not on selling financial products. Our firm culture also values independent thinking and forward-looking advice. We believe these are two key ingredients of financial success and we are not afraid to be different. Our clients deserve no less.

Industry Affiliations

CFA Society San Francisco logo
NAPFA: The National Association of Personal Financial Advisors logo
First Affirmative Financial Network logo
FPA Financial Planning Association logo
Planning Network logo
Fee FO Only logo