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Jonathan B

CFA®

Park City, UT

Gaard Capital LLC

Jonathan Brogaard is the sole advisor at Gaard Capital LLC in Park City, UT. He holds the CFA® designation and has one year of industry experience. Prior to founding Gaard Capital, Brogaard worked at the University of Utah and the University of Washington for a combined 15 years. He is also the founder of JB Analytics LLC, where he serves as an expert witness in legal matters involving financial markets. Gaard Capital LLC is an independent investment adviser serving nonprofit organizations, foundations, endowments, high-net-worth individuals, and employer-sponsored retirement plans. The firm provides customized investment solutions using proprietary model portfolios and a mix of fundamental, quantitative, technical, and sector-rotation analysis, while also acting in an outsourced CIO capacity for retirement plans.

Wealth management Early retirement planning Options & derivatives strategies Passive / index investing Founder/Business Owner Retired
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