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Neil J

Series 65

Hailey, ID

Sun Valley Advisors, Inc.

Neil Jessen is a financial advisor at Sun Valley Advisors, Inc. in Hailey, ID, holding a Series 65 designation and with 14 years of industry experience. He has been with Sun Valley Advisors since 2011. Sun Valley Advisors provides discretionary portfolio management to individuals, pension and profit-sharing plans, ERISA accounts, trusts, estates, and business entities, focusing on a global balanced mandate. The firm primarily uses closed-end funds purchased at discounts to net asset value, supplemented by exchange-traded funds for diversification, and employs systematic analysis with proprietary software to guide investment decisions.

Passive / index investing Concentrated stock management
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