JCG Investment Services
We offer investment management services to individual investors and to company 401(k) plans
See how our portfolio management services can help your investment accounts grow Does your company's 401k need a proactive manager at the helm? See if we can help your company 401k utilize our management services through our unitized fund. Our strategies are designed with you in mind. For each investment, we assess your risk tolerance and objectives to determine the best strategy for you. Learn about each of our portfolio strategies here. Portfolio Management
401(k) Services
Investment Strategies
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.
