Offering an advisor - client relationship built on personal trust and company-wide integrity, Jeffrey Brothers Capital serves as a Registered Investment Advisor providing investment management. We serve individuals, families, corporations, qualified retirement plans, partnerships, not-for-profits — anyone with a desire to pursue medium and long-term financial objectives. In an ongoing effort to create a place where the processes are understandable and where investing and wealth strategy just feel right, we embrace the following principles:

Clients First – A Higher Standard of Care
Client Success
Academic Research-Based Investment Approach
Practice What We Preach

Enhancing Wealth
To manage your financial portfolio, we offer a prudent approach based on our fiduciary relationship with you as your trusted investment advisor. Fiduciary duty is generally considered the highest legal duty one party can have to another. We have a legal responsibility to always act in your best interest - and we take that responsibility very seriously.

We apply a passive investment approach, tailoring your portfolio's level of risk (and its expected returns) according to your personal preferences, goals and circumstances. In addition to seeking broad global diversification according to the tenets of our investment philosophy, we assist with appropriate asset location between taxable versus tax-advantaged accounts.

We apply these techniques for individual investor, retirement plan sponsor and institutional client relationships alike.

Protecting Wealth
Many of your financial goals can span a lifetime, or even generations, so it's important to prepare for uncertain events that could otherwise derail your overall strategy. Once we've defined your long-term objectives, our role also includes identifying potential threats to your success and implementing protection against them.

Our approach to wealth protection is thoughtful, deliberate and highly individualized. Planning comes first: exploring concerns related to managing the effects of taxes, inflation and market fluctuations; privacy, security, and legal actions; property and casualty losses; business continuation; and legacy creation and protection. Next we consider procedures, documents and similar techniques that can offer the protection required. As a final option, we might incorporate insurance or related tools - but only as required for clearly defined purposes.