Investment Strategies
A portion of our investment strategies are designed to help your portfolio grow in any market. Past performance is no guarantee of future results. Portfolios are not FDIC insured. May lose value.
Navigator
Balanced
Our Balanced portfolio integrates our Navigator strategies with lower volatility.
Latitude
Notice for all portoflios: Past performance is no guarantee of future results. Portfolios are not FDIC insured. May lose value. See our disclosure for more information.
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.
