JV Global Capital, Inc.

JV Global Capital, Inc. advises high-net-worth individuals, families, institutions, corporations, trusts and asset protection structures, serving both domestic and international clients. The firm offers wealth and portfolio management, financial planning, newsletters, and retirement plan consulting, including ERISA plan services.

The firm uses a goals-based investment approach that tailors asset allocation and investment policy statements to each client’s objectives and conducts suitability and risk analyses; it generally provides non-discretionary proposals that are reviewed and approved by clients prior to trading. For institutional clients JV Global Capital maintains and monitors plan IPS documents and can serve in co-fiduciary roles as a 3(21) advisor or in a discretionary 3(38) capacity, coordinating with external counsel, tax advisors and trustees as needed.

JV Global Capital is indirectly affiliated with Banca AFIRME through its ownership chain involving a Mexican trust, and it explicitly addresses cross‑border clientele by setting a higher minimum for international households ($1,000,000), signaling a notable international focus. The firm also publishes compliance‑reviewed newsletters at no charge and provides services to corporate plan sponsors and other advisers—an uncommon mix of institutional retirement consulting, international ownership ties, and predominantly non‑discretionary retail management for a firm of its size.