Jaguar Investment Services, Ltd
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jaguar Investment Services, Ltd. provides discretionary investment supervisory and individual portfolio management services to individuals (including high-net-worth clients), trusts, estates and small businesses, managing about $39.7 million for roughly 30 clients. The firm focuses its portfolios primarily in no-load mutual funds and exchange-traded funds and offers ongoing, personalized advice to establish investment policies based on each client’s objectives, time horizon and liquidity needs.
Portfolio construction and trading are guided by client objectives and tax considerations, with accounts reviewed at least monthly and trades implemented under discretionary authority. The firm combines mutual fund and ETF analysis with technical approaches—charting, cyclical and other technical analysis—and may employ long-term, short-term or trading strategies depending on suitability.
A principal of the firm is also a Certified Public Accountant who provides income tax planning and tax preparation to certain advisory clients for separate compensation, a relationship described as occupying less than 10% of advisory time and disclosed as a potential conflict of interest. The firm notes it does not sell mutual funds, ETFs, variable annuities or variable life products, does not participate in soft-dollar arrangements, and leaves proxy voting to clients, reflecting a fee-based mutual fund/ETF management focus with client-directed brokerage choices.
Client services
Expertise
Fee options
$0 - $150,000: 2.9% $150,000 - $250,000: 2.5% $250,000 - $350,000: 2.25% $350,000 - $500,000: 2.0% $500,000 - $1,000,000: 1.75% $1,000,000 - $2,000,000: 1.5% $2,000,000 - $3,000,000: 1.25% $3,000,000 - $4,000,000: 1.0% $4,000,000+: 0.85%
Main office
4834 W. Saguaro Point Place
Marana AZ 85653
Advisors at this office
1
Most active in
Arizona · Minnesota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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