Janco Wealth Management

Janco Wealth Management provides investment advisory and portfolio management services to individual and trust clients, offering ongoing asset management, project-based advice on an hourly basis, and financial planning tools. The firm manages approximately $42.5 million for a very small client base (about 11 clients) and works with investors at varying levels of experience.

The firm’s investment process relies on fundamental and cyclical analysis to construct portfolios from individual equities, bonds, mutual funds and ETFs, and it can operate on either a discretionary or non‑discretionary basis. Clients receive quarterly appraisal reports and trade confirmations directly from their chosen custodians, and non‑discretionary accounts remain subject to client approval before trades are placed.

A distinctive feature is that roughly 80% of the firm’s assets are managed non‑discretionarily, an arrangement that is uncommon among independent solo‑advisor firms, which typically manage assets on a discretionary basis. The practice is a long‑standing, sole‑owner operation that neither takes custody nor accepts third‑party compensation, and it discloses that the principal personally invests in publicly traded securities and maintains a formal Code of Ethics to address potential conflicts arising from overlapping holdings.