Woodstock, GA Office

Jaffe Tilchin Investment Partners serves both individual clients (including high‑net‑worth and non‑HNW households) and institutional clients such as defined contribution plans, endowments, and other pooled vehicles. The firm provides investment advisory and portfolio management, financial planning, institutional consulting, and assistance with private placement investments.

They manage accounts on both discretionary and non‑discretionary bases, offering model portfolios, third‑party manager selection, and regular performance and suitability reviews. For qualified investors the firm conducts private placement due diligence and may allocate client capital to private funds; it acts as investment adviser to 3D Tech Plus, a privately placed fund that pursues volatility/arbitrage‑style and options trading strategies.

Distinctive features include the firm’s role as adviser to a pooled investment vehicle that charges performance‑based fees (subject to Rule 205‑3) and the integration of private fund operational services—such as handling capital calls, distributions, and consolidated private/public performance reporting—into client servicing. The firm is affiliated with related entities (Jaffe Tilchin Wealth Management and RCR Financial) and notes that some advisory representatives are licensed insurance agents and real‑estate brokers, relationships that can result in additional service offerings and potential conflicts of interest relative to many peers.