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Jolliffe Capital Investments

As a Registered Investment Advisory Firm, JCI receives its compensation from a negotiated, single annual rate, paid quarterly, versus unknown commissions & costs dependent upon trading activity. As a result, the JCI team is incented to employ strategies tailored to both adding value to your portfolio while allocating your assets in such as way as to diversify as much market risk and down-side potential as possible. JCI's team approach, depth of resources and capability to conduct rigorous investment analysis is an essential element in what differentiates Jolliffe Capital from other firms.

Investment Strategies tailored to your specific needs

including:

  • Customized Investment Policy Statement
  • Commons Stock portfolios
  • Corporate, Municipal and Government Bonds
  • Separately Managed Accounts
  • Exchange Traded Funds
  • Managed Mutual Funds at Net Asset Value
  • Low-cost, no-load, no-surrender-fee variable annuities
  • Customized Financial, Business & Estate Planning

Visit Jolliffe Capital to learn more.