401(k) Services
Does your 401(k) lack direction? Our Jamestown Institutional Proactive 401(k) consultative services for plan sponsors might be able to help your company utilize our strategies.
401(k) Advisory Services
We offer 401k advisory services that may allow your 401k to utilize our proactive portfolios through a unitized account within your plan. We also closely monitor and select the best performing funds for your traditional buy and hold portion of the plan.
Items of Interest
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Check Before You Invest
Please verify all investment opportunities before you invest. To check our company, please search the U.S. Securities & Exchange Commission's Investment Adviser Public Disclosure (IAPD) database. Click on "Investment Adviser Search", then select "Investment Adviser Firm". Here you may search for any registered investment adviser firm to verify their registration.
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Estate Planning
Jamestown Capital also offers estate planning services through Jamestown Estate Planning.
See how to protect your wealth from excessive taxes, aggressive predators and unnecessary legal expenses.
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2010 Roth IRA Conversions
Anyone, regardless of income, can convert their IRA into a Roth IRA this year. If you believe taxes will rise in the future, now might be a good time to think about taking advantage of this offer from the government.
