Investment Advisory Services

In addition to managing the Counterpoint Select Fund, Jurika, Mills & Keifer provides comprehensive investment advisory and wealth management services to individuals, families, foundations and institutions.

Our objective is to preserve and build the purchasing power of our client’s capital over time - through effective planning and investment management - in a way that meets and exceeds their unique objectives.

We believe our experience and expertise as investors sets us apart from traditional financial advisory firms. We maintain an active point of view about the world economies and financial markets and bring our wealth of knowledge, perspective and judgment in creating and managing client portfolios.

A good financial advisor needs to be a seasoned investor, with an understanding about when to challenge conventional wisdom and how to allocate client assets in anticipation of what is to come, rather than what has been.

In our experience, unconventional wisdom often leads to uncommon opportunity.

For more information on our advisory services, please click here.

We welcome the opportunity to serve you.