A complete list of active advisors currently associated with JD Investment Management, LLC

Warmer can help you find a great advisor at JD Investment Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at JD Investment Management, 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.