A complete list of active advisors currently associated with JCO Advisors LLC

Warmer can help you find a great advisor at JCO Advisors LLC or one who fits your needs even better.

JCO Advisors LLC is a small, independent, fee-only investment adviser that works with individuals, families, and a range of organizational clients, including corporations, charitable organizations and foundations. The firm offers ongoing holistic financial planning, discretionary investment management, limited-scope project planning, retirement plan consulting, educational seminars, and business consulting. The firm’s investment approach emphasizes disciplined asset allocation with a long-term viewpoint, generally using no-load mutual funds and ETFs and developing a personalized investment policy for each client. Financial planning is integrated with tax, estate, equity compensation and cash-flow considerations, and the adviser states a belief in market efficiency rather than stock-picking or market timing. Noteworthy aspects include that the firm’s principal maintains a separate law practice (anticipated to occupy less than 20% of his time) and that the firm combines investment advisory services with business and retirement-plan consulting and public educational seminars. For a solo adviser with modest assets under management (about $3.3 million), serving corporate and organizational clients and offering M&A/business consulting and plan-level ERISA advisory is atypical among peers.

To learn more about the advisors currently working at JCO Advisors 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.