INVESTMENT MANAGEMENT

APPROACH

Careful & Attentive
We're long-term, conservative buy-and-hold investors, selecting individual securities on a client-by-client basis to meet each client's precise needs.

"It pays to be patient, and to own successful companies."

- Peter Lynch

We listen.

In our experience, the best advisors listen more. We spend more time listening to our clients. Whether we're first getting to know you or you'd like to reach us in the evening or on the weekend , we're here to listen.

We invest in-house.

By selecting and managing your investments ourselves, we can truly tailor an investment plan to suit your needs. Additionally, this helps us lower portfolio turnover which gives securities time to grow, lowers your costs by eliminating third-party management fees, and minimizes income taxes by taking advantage of favorable, long-term tax rates, so you preserve more of your wealth.

We think long-term.

We're not only long-term buy and-hold investors. We also run our practice for the long term.

In three decades of conservatively managing clients' money, we've developed a discipline and a partnership that will be here for our clients and their successors for decades to come.

SERVICES

Our services include:
  • Defined benefit & pension plan investing, 401k and IRA investing
  • Investment management
  • Portfolio monitoring
  • Specialized investment services
  • Retirement needs analysis and planning
  • Business needs analysis and planning
  • Education funding
  • Tax planning
  • Charitable giving
  • Estate planning

We communicate regularly with and make ourselves available to our clients:

  • Monthly custodial reporting
  • Market commentary via client letters
  • On-call access to a JPW partner

If we're not reachable by phone, we will return your call within 24 hours.