Holley, NY Office

JR Snell Capital Management, LLC is a registered investment adviser that provides discretionary investment management to individuals, trusts, pension and profit‑sharing plans, estates, charitable organizations and other entities, with an emphasis on high‑net‑worth clients. The firm manages roughly $31.4 million in discretionary assets and supplements portfolio services with financial coaching and online planning tools that aggregate clients’ account information and cash‑flow projections.

The firm uses proprietary in‑house model portfolios and a tactical asset allocation process that combines technical and fundamental analysis to select and time individual securities and ETFs, and it may also implement Altruist‑hosted or third‑party models when authorized by the client. JRSCM monitors holdings daily, reviews accounts monthly (and annually with clients), permits client‑imposed investment restrictions, and provides continuous online access to performance and account reports.

Noteworthy distinctions include JRSCM’s integration with the Altruist Model Marketplace — including access to Altruist‑generated and third‑party models, custom model capability, and tax management tools — while retaining responsibility for suitability decisions and passing Model Marketplace fees when applicable. The firm operates on a fee‑only, percentage‑of‑AUM basis, does not sell commissioned products, declines to vote client proxies (clients receive proxy materials directly), and also offers advisory services through additional platforms (such as Betterment) and may use compensated solicitors under written agreements.