Jarvis Global Investments LLC

Arthur Jarvis is a financial advisor with Jarvis Global Investments LLC in Loveland, Ohio. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 20 years with his current firm. Jarvis Global Investments LLC provides discretionary investment management and non-investment consulting to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a bottom-up, core equity approach and invests primarily in ETFs, serving a diverse client base that includes both individual and institutional investors.

Austin Jarvis is a financial advisor with Jarvis Global Investments LLC in Loveland, Ohio. He holds a Series 65 designation and has six years of industry experience. Prior to his current role, he worked at Miami University from 2013 to 2019. Jarvis Global Investments LLC provides discretionary investment management and non-investment consulting to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a bottom-up, core equity approach with an emphasis on conservative valuation, dividend yield, growth prospects, and quality, managing approximately $46.8 million in discretionary assets as of December 31, 2024.

Katelyn Goepferich is a CFP® with seven years of industry experience, currently serving as a financial advisor at Jarvis Global Investments LLC. Her prior roles include work with the Ohio High School Athletic Association and the University of Cincinnati. She is also involved with Peace Stamps, an ongoing project since 2017. Jarvis Global Investments LLC is a fee-only, independent registered investment adviser managing approximately $63.2 million in discretionary assets for individuals, families, institutions, and charitable organizations. The firm employs a bottom-up, core investment approach, combining growth and value strategies with a focus on conservative valuations and long holding periods.