A Strategy Tailored for Both Individuals and Institutions
Our Preservation Strategy caters to a diverse range of investors. Whether you’re an individual looking to protect and grow your personal wealth, or an institution seeking a reliable investment avenue, our strategy is designed to meet your needs.
Separately Managed Account
An informed investor deserves agency over their assets. With our Separately Managed Account structure, you maintain control and visibility of your assets. This offers a personalized investment experience, tailored to match your financial goals and risk tolerance, making sure that every decision aligns with your unique objectives.
Transparent & Fair Fees
Management Fee: Our competitive management fee stands at just 0.5%, increasing the risk of maximum returns on your investments.
Enhanced Liquidity
Preserve what Matters Most
We’re devoted to your financial success. Our Preservation Strategy is a testament to that commitment—providing a forward-thinking approach to wealth management for both individuals and institutions.
Invest with intelligence at Jacobs Investment Management.
The Preservation Strategy at Jacobs Investment Management
Our Preservation Strategy is designed with a singular focus – safeguarding your capital. We understand that for many investors, the primary goal is not just growth but also the assurance that their hard-earned wealth remains protected against market volatility. Our approach meticulously balances risk and return, emphasizing stable assets and diversification to shield investments from potential downturns. By marrying traditional investment principles with innovative tools and insights, we enable assets to not only endure economic fluctuations but also thrive in favorable conditions. Trust our Preservation Strategy to guard your financial aspirations.
Investing involves risks. Past performance is not indicative of future results. Always consider your personal investment goals and consult with a financial advisor before making any investment decisions.
Before starting any investment, consider:
- Financial experience
- Investment goals
- Risk tolerance
- Financial resources