JPS Global Investments, LLC

JPS Global Investments offers investment management, financial planning, and consulting services to a mix of individual clients, corporations, trusts and estates, pension and profit-sharing plans, charitable organizations, and other investment advisers. The firm also acts as a sub-adviser to third-party advisors and participates as an unaffiliated portfolio manager in wrap fee programs, providing both discretionary and non-discretionary management depending on client agreements.

The firm’s investment approach emphasizes thematic equity strategies — including the Green Economy Portfolio, Green Income Portfolio, Fossil Fuel Free and ESG equity strategies — alongside diversified, multi-asset core/satellite portfolios and customized direct indexing. These strategies are generally managed for long-term capital gain or income, use quantitative optimization against benchmarks for ESG screens, and may, when consistent with a client’s risk profile, employ short sales, margin and option-writing strategies in separately managed accounts.

Compared with many independent advisors, JPS’s combination of serving institutional-type clients (pension plans and charitable institutions), providing sub-advisory services to other advisors, and participating in wrap fee programs is relatively uncommon. Its explicit focus on multiple “green” thematic strategies and the stated use of derivatives and option-writing in client accounts further distinguish its investment toolkit from typical peers.