Professional, Socially Responsible Portfolio and Financial Management for Individuals and Families

Fee Only Investment Management. Independent Financial Advice.

JPS Global Investments is a registered investment adviser offering comprehensive investment management and financial planning. Our mission is simple: to help our clients reach their goals and realize their dreams. 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 a fiduciary duty to put our clients’ interests first. As a fee-only advisor we care only about protecting and growing our clients’ wealth, not about selling financial products.

The product-driven, short-term focused investor culture that is dominant today, often leads to “return-chasing” whereby investors seek out yesterday’s top performing investments, which often are tomorrow’s laggards. In contrast, we take the view that independent thinking, a long-term perspective, and a disciplined approach, are the keys to investment success. We let these principles guide us in the management of our clients' assets, knowing that with a compass we are better equipped to hold a steady course and help our clients reach their goals.

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