Jacobs Investment Management

building your personal wealth requires thoughtful analysis and an insightful investing strategy. at jacobs investment management, clients benefit from the experience and methods of a large investment company while enjoying the personalized attention that can only come from working with a small boutique firm. jacobs investment management provides investment advisory services, managing portfolios for high net worth individuals and trusts. assets are managed with an emphasis on preserving capital and after-tax total return. research is performed in-house, with stock selection dictated by a disciplined, value-oriented style. the firm also provides financial planning services, addressing issues such as insurance, retirement planning, estate planning and, of course, investments.