A complete list of active advisors currently associated with Journey Capital Advisers, LLC

Warmer can help you find a great advisor at Journey Capital Advisers, LLC or one who fits your needs even better.

Journey Capital Advisers, LLC is a small independent registered investment adviser that provides ongoing discretionary and non‑discretionary portfolio management and investment planning to individuals, high‑net‑worth clients, charitable organizations, and corporations or business entities. The firm prepares individualized Investment Policy Statements, conducts asset allocation and security selection, and provides regular portfolio monitoring across mutual funds, equities, ETFs (including precious metal and REIT ETFs), fixed income and select non‑U.S. securities. The firm employs a multi‑disciplinary investment process—combining fundamental, cyclical, quantitative and technical analysis with principles of modern portfolio theory—and generally emphasizes long‑term trading while permitting short‑term trades or margin use when research deems it appropriate. Journey Capital documents client risk tolerances in an IPS, seeks discretionary authority for trade execution where agreed, and maintains custody relationships through an institutional broker‑dealer platform to support execution and reporting. Distinctive for a solo independent adviser, the firm is affiliated with other registered investment advisers: the principal also serves as Chief Investment Officer of a registered multifamily office, a relationship disclosed in the brochure and constituting a material outside affiliation. The firm’s work with charitable organizations and corporate/business clients reflects portfolio management for institutional‑type clients—an arrangement that is less common among similarly sized independent advisers—and it relies on an institutional custody platform that can provide research and operational support.

To learn more about the advisors currently working at Journey Capital Advisers, 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
Jonathan Shiffer	Littleton, CO	26

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