A complete list of active advisors currently associated with Jaguar Investment Services, Ltd
Warmer can help you find a great advisor at Jaguar Investment Services, Ltd or one who fits your needs even better.
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.
To learn more about the advisors currently working at Jaguar Investment Services, Ltd, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Marana, AZ
| 19
|
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