Individual Investor and Family Office Services
As your investment advisors, we have a responsibility to understand, appreciate and respect the unique differences among individuals and families to effectively guide them through today's difficult and complex financial marketplace.
Jura Investments™ provides a level of expertise that enhances your investment decision-making, offering you peace of mind. We begin by assessing your time horizon, risk tolerance, expected return, asset class preference and tax status. We then utilize quantitative and qualitative tools to align your goals with realistic projections on future income and spending requirements to help determine if your investment portfolio can withstand the tests of time.
Services for individuals and family offices include:
- Written Investment Policy Statement
- Manager Search and Selection
- Multifaceted Asset Allocation Management
- Performance Reporting and Monitoring
We take the responsibility to safeguard your assets seriously. Contact Jura Investments™ to learn how we will manage your investment portfolio.