Portfolio Management
As portfolio managers, our goal is to create portfolios that are designed to meet your investment objectives.
Management Services
We act as third-party advisors on your investment accounts. We managed IRA, Individual, Joint, Trust, and other types of investment accounts. In order to use our portfolio management services, we recommend you have at least $250,000 to invest and a five-year investment time horizon.
By giving us management authority on your accounts, we can proactively monitor your account and make active investment decisions as they become necessary.
We constantly monitor the market. As conditions change, we update your portfolio to make sure they stay aligned with our model portfolio strategies such as our Navigator portfolio. .
Contact a Jamestown advisor today to see how we can help your portfolio be actively managed.
Items of Interest
-
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.
-
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.
-
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.
