A complete list of active advisors currently associated with Jarvis Global Investments LLC

Warmer can help you find a great advisor at Jarvis Global Investments LLC or one who fits your needs even better.

Jarvis Global Investments, LLC is a fee‑only, independent registered investment adviser that provides ongoing investment supervisory and portfolio management services to individuals, families, corporations, pension and profit‑sharing plans, and charitable organizations. The firm manages roughly $63.2 million in discretionary assets across several hundred accounts and also offers non‑investment consulting and implementation referrals (e.g., estate, tax, insurance) when requested. The firm’s investment approach is bottom‑up and “core” in style, combining elements of growth and value by emphasizing conservative valuation, dividend yield, financial quality, and long holding periods while minimizing sector bets. Portfolios are typically built with individual securities and broad use of exchange‑traded funds for equities, fixed income, alternatives, and real estate; JGI also uses leveraged and inverse ETFs and alternative real‑asset ETFs in client portfolios when deemed appropriate, and favors intermediate‑maturity fixed income exposure. Compared with peers, JGI’s brochure indicates it serves an unusually broad set of institutional clients for a firm of its size, including sovereign wealth funds, banking or thrift institutions, state and municipal government clients, insurance companies, and other investment advisers. The firm’s disclosures also note a prior 2020 regulatory settlement for unregistered activity in one state and that a portfolio manager holds an insurance license maintained for client inquiries but is not actively selling insurance.

To learn more about the advisors currently working at Jarvis Global Investments LLC, 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
Katelyn Goepferich	Loveland, OH	7
Arthur Jarvis	Loveland, OH	23
Austin Jarvis	Loveland, OH	6

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