Jamestown Capital FAQ
Many questions, many answers.
Where are your offices located?
Our main offices are located at:
3651 N 100 E, Suite 300
Provo, UT 84604
What is the best way to contact you?
Telephone: 801.377.9787or Email: service@jamestowncapital.com or click here.
What is a fidiuciary?
Simply put, a fidiuciary is your someone that puts your interests in front of their own. In the investment community, a fiduciary will always make sure that you are getting the best investment for your objectives and needs. This is different from most of the large broker-dealer companies that are only required to offer you a suitable investment option.
Are you a Broker-Dealer?
No, we are not a Broker-Dealer. Instead, we are a Registered Investment advisor firm with the state of Utah. We do not sell investment products for commisions. We are a fee-based only firm. This gives us the ability to act as a fiduciary and put our clients' interests first.
What have been your results?
You may see our results in our strategies section of this site. Our Navigator portfolio is our flagship portfolio. You may see results in those sections. Past performance is no guarantee of future results.
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.
