About Us
We are fee-only registered investment advisors that practice proactive money management.
Our Investment Philosophy
We believe no two investors are the same. Therefore, we believe in being proactive with your portfolio management. See how our portfolio design process may be the key to your investing success. Click here to learn more.
What sets us apart?
We are fee-only investment advisors, your trusted fiduciaries, and proactive investment managers. See how this makes a difference with your investments. Click here to learn more.
Frequently Asked Questions
This section contains some questions that you may have. For example, Where are you located? What is a fiduciary? What is proactive management? etc..
How to Invest
We act as third-party investment advisers on your account and therefore do not directly custody assets. As investment managers, you give us the ability to make trades on your behalf. Read more about how this works here.
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.
