How to Invest
We act as third-party investment advisors on your account. You give us the ability to make trades on your behalf. Here is a brief explanation on how this works:
Portfolio Check-up
We first would like to get to know you. As your fidicuiary, we like to understand where you are coming from so we can help you get where you want to go.
Investor Profile and Planning Questionnaires
At your meeting, we most likely will have you complete our investor profile and planning questionnaires. They are designed to help us effectively manage your investment accounts.
Open your account
We do not custody assets at Jamestown Capital. Instead, we use third-party investment custodians to hold your account. This way, it keeps the process as transparent as possible.
Items of Interest
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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.
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Free Dinner Investment Workshop
On April 26th, 27th, or 28th, 2010, please join us as Jamestown Capital President, Brenton Ripley, JD, presents important information about how our firm's strategies can make a real difference in your investment accounts.
