Jacobi Capital Management, Llc, A Registered Investment Adviser

Description

• Jacobi Capital Management provides independent investment advice and proprietary investment management services to individuals (including high net worth individuals), partnerships, corporations, non-profit organizations, pensions and retirement plans, trusts, and estates. Our mission is to help you achieve and maintain a better financial future by following The Jacobi Method. First, we help you to envision your financial goals and imagine yourself at the finish line. Then, we help you think backwards through a maze of problems, mistakes and pitfalls which might prevent you from reaching that finish line. After this inverted perspective comes into focus, we like to say, Now, you're ready to begin. As a Registered Investment Adviser, we always act as a fiduciary with the golden rule encompassing the philosophy and foundation of our business. We actively seek to deliver you the same advice, investment management and education that we deliver to ourselves and our own families. Within our investment management business, we employ a multi-disciplinary approach rooted in behavioral economics, psychology, finance, engineering and sociology. And through our affiliate, Jacobi Wealth Advisors, we can provide you with customized financial planning and solutions within the areas of retirement planning, estate planning and business succession. Jacobi Capital Management is the exclusive provider of investment management to Jacobi Wealth Advisors. Securities offered through LPL Financial, Member SIPC www.sipc.org. Jacobi Capital Management and Jacobi Wealth Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.jacobiwealth.com.
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  Headquarters:620 Baltimore Dr Ste 400, Wilkes Barre, Pennsylvania, United States

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  Phone Number: +1 570-826-1801

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  Website: https://www.jacobicapital.com

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  Employees:10

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  Revenue:$1 - 10M

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  Legal Name:Jacobi Capital Management, Llc, A Registered Investment Adviser

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• |  NAICS Code: 523920  |

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