Change Your Money Story

Who We Serve

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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.

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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.

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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.