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  Trusted Advisor

  We believe that our fiduciary responsibility makes all the difference in the investment world. Many brokerage firms do what's best for them, but not necessarily for you. Instead, Jamestown Capital Group is a fee-only independent advisory firm whose incentive is to create and maintain long term relationships based on trust and mutual benefit with you, our client.

   

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•  Proactive, not reactive: See how our investment management strategies may benefit your portfolio

  

We are a fee-only investment management firm located in Utah with clients throughout the United States. Our firm specializes in full service proactive portfolio management. We serve our clients as financial advisors, portfolio managers and fiduciaries.

We do not sell investments for commissions. Rather, we are fee-only trusted advisors who have our clients' best interests at heart.

We are currently accepting new clients for our portfolio management, 401k, and estate planning services. To qualify for our services, new individual or institutional clients typically have at least $250,000 of investable assets and a minimum net worth of at least $500,000.

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