Jacobi Capital Management provides independent investment advice and proprietary investment management services to individuals (including high net worth individuals), partnerships, corporations, non-profit organizations, pensions and retirement plans, trusts, and estates. Our mission is to help you achieve and maintain a better financial future by following The Jacobi Method™. First, we help you to envision your financial goals and imagine yourself at the finish line. Then, we help you think backwards through a maze of problems, mistakes and pitfalls which might prevent you from reaching that finish line. After this inverted perspective comes into focus, we like to say, "Now, you're ready to begin."
As a Registered Investment Adviser, we always act as a fiduciary with the golden rule encompassing the philosophy and foundation of our business. We actively seek to deliver you the same advice, investment management and education that we deliver to ourselves and our own families. Within our investment management business, we employ a multi-disciplinary approach rooted in behavioral economics, psychology, finance, engineering and sociology. And we can provide you with customized financial planning and solutions within the areas of retirement planning, estate planning and business succession.
Company Details
- Employees
- 17
- Founded
- -
- Address
- 154 Enterprise Way, Pittston,pa 18640,united States
- Phone
- +1 570-826-1801
- in****@****tal.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- jacobicapital.com
- Keywords
- Investment Management, Financial Planning, Retirement Planning, Estate Planning, Business Succession, Tax Reduction Strategies.
- HQ
- Pittston, PA
Jacobi Capital Management, Llc, A Registered Investment Adviser Questions
Jacobi Capital Management, Llc, A Registered Investment Adviser's helpline number is +1 570-826-1801
Jacobi Capital Management, Llc, A Registered Investment Adviser's website is jacobicapital.com
Jacobi Capital Management, Llc, A Registered Investment Adviser's LinkedIn profile is https://www.linkedin.com/company/jacobi-capital-management
Jacobi Capital Management, Llc, A Registered Investment Adviser has
17 employees.
View email and phone details for 17
employees at Jacobi Capital Management, Llc, A Registered Investment Adviser.
Jacobi Capital Management, Llc, A Registered Investment Adviser's industry is
Financial Services
Jacobi Capital Management, Llc, A Registered Investment Adviser's top competitors are
Forum Of Executive Women, Delaware,
Merrill Lynch,
Mm Asset Management Ltd,
Boggs & Company Wealth Management,
Fcg Advisors,
Blue Chip Partners,
Jacobi Asset Management,
Jacobi Wealth Advisors,
Ws Bath Collections,
Integral Investment Group.
Jacobi Capital Management, Llc, A Registered Investment Adviser's support email address is info@jacobicapital.com
Jacobi Capital Management, Llc, A Registered Investment Adviser's categories are Financial Services
Jacobi Capital Management, Llc, A Registered Investment Adviser's founding year is 2008
