JQR Capital Management, LLC

JQR Capital Management is an independent, state-registered advisory firm that primarily serves individual investors and also works with employer plan sponsors and other institutional clients. The firm offers discretionary investment management, project-based financial planning, and employee benefit plan consulting.

Portfolios are built from a client-specific investment policy statement established through personal discussions about goals, risk tolerance, and tax considerations, and are monitored on an ongoing basis. The firm applies Modern Portfolio Theory with a primarily passive asset-allocation approach and supplements that with an active, fundamental-research overlay that typically holds 10–50 individual equities alongside 1–10 bond ETFs, with selections reviewed quarterly.

Noteworthy aspects include its small scale—about $4.2 million in discretionary assets and 29 clients managed by a single advisor—which supports highly personalized relationships and centralized supervision. The firm also provides educational seminars and speaking engagements (ranging from pro bono to paid events) and expressly facilitates referrals to accountants and tax professionals as part of its planning and tax-advice process.