A complete list of active advisors currently associated with JPS Global Investments, LLC

Warmer can help you find a great advisor at JPS Global Investments, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at JPS Global Investments, 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.