5770 Gateway Boulevard
We are here to listen. Our process of discovery is centered around your objectives and finding out what you truly want. We then work to develop a portfolio best suited for your specific needs. Knowing you as a client leads to meaningful conversations that provide for better financial decisions and focused plans that can have better financial outcomes.
Our team has the knowledge to prepare you with a suitable portfolio for targeted goals. With expert resources at our hands, we dedicate time to research and ongoing education.
If you hold investments outside of the portfolio we create, including tangible assets, we will also take the time to evaluate and adjust for risk across the entirety of your holdings. Our objective is to provide you with the best options for your entire financial picture.
Each investment strategy is designed specifically for you with your goals in mind. Portfolio makeup can be stocks, MF, ETF, bonds, alternative investments, and more.
JRS will advise on the most appropriate account type for you and your family from Individual to Joint Brokerage Accounts, IRAs, Business Retirement Plans, Roth IRAs, Traditional IRAs, and more.
Our alternative investment category is designed to help clients gain exposure to unique strategies and asset classes, generating returns differently than stocks and bonds and reducing risk.
Our SRI portfolio solution integrates multiple strategies to balance risk, return, and positive social impact. If you’re interested in adhering to responsible, sustainable investing without sacrificing investment discipline, contact us below.