JD Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JD Investment Management provides fee-based portfolio management to individual households and to a smaller number of non-profit/charitable organizations, and it offers limited, topic-specific financial planning on an occasional basis. The firm manages roughly $30 million across a few dozen discretionary accounts and applies account minimums for portfolio services while retaining discretion to waive minimums for select non-profits.
The firm follows a value-oriented investment approach that emphasizes fundamental analysis to estimate intrinsic value, supplemented by technical analysis for timing; its investable universe spans micro- to large-cap equities, foreign securities, bonds, ETFs, and preferreds, while excluding options, margin, and private placements. Portfolios are monitored daily and generally constructed for multi-year holdings, with the firm trading on a discretionary basis and providing ongoing client reporting.
What distinguishes the firm from many peers is its explicit work with charitable and non-profit clients and its stated willingness to waive minimums for select non-profits, alongside a practice of producing detailed monthly performance and portfolio statements. The firm also operates a small ancillary business selling an investment spreadsheet product, a side activity noted as requiring minimal time from the firm’s principal.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.9% $2,000,001 - $3,000,000: 0.8% $3,000,001 - $4,000,000: 0.7% $4,000,001+: 0.6%
$100/hour for separate financial planning consultations
Account minimum: $100,000
Main office
4376 S. 700 E. Suite 204
Salt Lake City UT 84107
Advisors at this office
1
Most active in
Utah
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Trust company
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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