JRS Investments, Inc. values our close relationship with our clients.

Each prospective client is met with on a personal basis to determine their risk tolerance and develop a customer profile that matches their lifestyle and will help them meet their financial goals.  We are a fee-only Advisor, meaning that we will negotiate a fee for the assets that we will have under management and you will be charged that fee on a quarterly basis.

Our in-house research as well as our extensive access to third party research allows us to stay ahead of market trends and take advantage of opportunities in the market.  We invest our clients in real stocks and bonds at no mark-up to the customer*.  This means you receive the the securities at the price we pay for them.  Our Custodian makes very prompt equity execution on all of the major U.S exchanges and our close working relationship with various broker-dealers around the country give us access to large pools of bonds at wholesale prices.  Confirmations of all executed trades are sent directly to the client from our Custodian and clients may view their portfolio on the Custodian website at any time.

JRS Investments, Inc. does not hold any securities or money in-house.  Everything is held with our secure Custodian.  In addition to monthly statements from the Custodian, JRS Investments, Inc. provides each client with a yearly comprehensive report with results benchmarked against the major indices.

We are committed to providing personal service, researched investment strategies, and account security for all of our clients.  Please do not hesitate to call us or email us to set up a meeting with us today.
*Please note trades may be subject to commissions and/or fees charged by the Custodian.