Juth Investment Advisory

Juth Investment Advisory primarily serves individual clients and small businesses, providing comprehensive financial planning and discretionary investment management for brokerage and retirement accounts. The firm’s services include portfolio analysis, customized asset allocation, and investment selection across publicly traded equities, options, ETFs (including cryptocurrency-related ETFs), and fixed income.

The firm’s investment approach combines fundamental and technical analysis with a hybrid strategic-and-tactical allocation framework, periodic rebalancing, and quarterly account reviews to align portfolios with client objectives and risk tolerance. Juth acts on a discretionary basis for managed accounts and requires custody with a single qualified custodian, using that custodian’s billing and reporting systems for fee deductions and statements.

Compared with many peers of similar size, the firm’s disclosures indicate an unusually broad potential client mix that can encompass institutional categories not commonly served by small advisory firms — including sovereign wealth funds, banking or thrift institutions, state or municipal governments, insurance companies, and other investment advisers. The management team’s recent internal-audit experience at a large custodian, possession of industry licenses and a CPA credential, and the firm’s explicit policy to limit direct cryptocurrency holdings while permitting regulated ETF exposure are additional operational features that distinguish its profile.