Preservation Strategy

Preserve what matters most with a robust and cost-effective investment portfolio. The Preservation Strategy safeguards capital on a broader scale, seeking favorable returns while prioritizing long-term stability. Balance cost efficiency with risk-adjusted returns for forward-thinking wealth management.

Accumulation Strategy

Build for tomorrow with a meticulous and curated approach to asset accumulation. The Accumulation Strategy leverages price discipline and conservative valuations to target investments with attractive yields. Wise capital allocation forms the cornerstone of an approach which targets undervalued investments with high growth potential.

Jacobs Fund I, LP

Chart your path with a dynamic private investment partnership. The Jacobs Fund I, LP exploits market inefficiencies to seek undervalued assets poised for value realization. Barriers of protection safeguard against downside risk, while strategic long-term investments pursue enhanced absolute returns. Unearth latent value with a portfolio built for the trailblazer.

What We Offer


Jacobs Investment Management combines business insights with an unwavering commitment to our clients. With a foundation in sound financial principles, we approach every investment decision with care and precision. We pride ourselves on our professional acumen, yet we remain attuned to the distinctive needs of each individual client.
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Mission Statement:

At Jacobs Investment Management, our mission is to offer investment solutions that are both innovative and grounded in time-tested principles. We recognize the diverse financial aspirations of our clients and provide bespoke strategies that cater to individual needs, while capitalizing on global opportunities. Our approach is rooted in thorough research, keen market insight, and dedication to excellence.

Frequently Asked Questions

What is value investing?

Value investing is an investment strategy focused on identifying undervalued assets through rigorous fundamental analysis. Investments are analyzed for a barrier of protection and made with a long-term perspective, often prioritizing a contrarian approach to patiently wait for the market to recognize an asset’s value.

How can value investing enhance my returns?

By adhering to value investing principles and maintaining discipline in conservative price valuations, you can mitigate risks and safeguard capital, all while maximizing the potential for gains. This approach prioritizes the protection of your invested capital while seeking opportunities for profit.

Is value investing the right approach for my situation?

Every financial situation is unique. We work closely with you to tailor a value investing strategy that aligns with your risk tolerance, investment timeframe, and financial goals. By understanding your specific circumstances, we apply the right allocation of investment strategies to promote a balance of capital preservation and growth that suits your needs.

Why Choose Us?

Independent

Independent in our approach, we prioritize your financial goals, offering unbiased and tailor-made strategies for every investor.

Contrarian

We seek opportunities in areas overlooked or undervalued by the majority, our strategies are both distinctive and forward-thinking.

Concierge

We provide a concierge experience. We help each client receive unparalleled attention and personalized financial guidance.

Request a Call Back

Would you like to speak to one of our financial advisers over the phone? Submit your details and we’ll be in touch shortly.

Note: Your details are kept strictly confidential as per our Privacy Policy.
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Jacobs Investment Management Disclosure
Jacobs Investment Management, LLC Website Disclosure General Notice: The information provided on this website is for informational purposes only and is not intended as advertising. Jacobs Investment Management, LLC ("JIML") is a state-registered Investment Adviser. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. No Offer or Advice: This website's content is not to be construed as a recommendation, an offer to sell, or a solicitation of an offer to buy any securities. It is not designed to provide personal investment advice. The financial strategies and investments discussed on this site may not be suitable for all investors. Accuracy and Reliability of Information: The materials on this website are believed to be accurate and reliable, yet JIML cannot guarantee the accuracy, completeness, or timeliness of the information provided. Information on this website is subject to change without notice. Risk Disclosure: Investing in securities involves risk, including the potential loss of principal. Past performance is not indicative of future results. JIML makes no representation that any investment strategy or account will or is likely to achieve profits or losses similar to those shown. Regulatory Compliance: JIML, as a registered Investment Adviser, is compliant with the required regulations that govern the conduct of such entities. This website is only intended for clients and interested investors residing in states and countries where JIML is qualified to conduct investment advisory services. Intellectual Property Notice: All content, unless otherwise cited, is original and owned by JIML. No part of this site may be used or reproduced in any manner without written permission, except for brief quotations in articles and reviews with proper citation. Confidentiality and Internet Security: JIML values your privacy and the confidentiality of your information. While measures are in place to protect personal and financial information, internet-based data transmission cannot be guaranteed to be secure from intrusion. Consultation with Professional Advisor: Before making any decision or taking any action that might affect your personal finances or business, you should consult a qualified professional advisor. Limitation of Liability: To the fullest extent permitted by law, JIML will not be liable for any damages or losses arising from or in connection with the use of this website or the information contained herein, including but not limited to direct, indirect, incidental, punitive, and consequential damages. Acknowledgment of Terms: By using this website, you acknowledge that you have read, understood, and accepted the terms of this disclosure. If you do not agree to the terms, do not access this site or any pages thereof.
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An accredited investor is defined by the Securities and Exchange Commission (SEC) under Rule 501 of Regulation D. An individual is considered an accredited investor if they have: Income: An annual income exceeding $200,000 (or $300,000 together with a spouse) for the last two years, with the expectation of earning the same or higher income in the current year. Net Worth: A net worth over $1 million, either alone or together with a spouse, excluding the value of their primary residence.
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