Investment Team

The investment professionals at Jurika, Mills & Keifer combine many years of hands-on business and investment experience with a highly focused and disciplined approach to investing for and advising their clients.

The team is remarkable, not only for the depth and breadth of their experience, but also for the fact that they have worked and invested together for many years.

Bill Jurika & Karl Mills helped to build their prior firm, Jurika & Voyles, to over $7 billion in assets before it was sold in 1997. They left Jurika & Voyles in 2001 along with Mikel Keifer to establish a private investment partnership to manage their own assets, which they relaunched as Jurika, Mills & Keifer in 2005. Lynne Mosier, joined them in 2008 to expand the firm’s financial advisory services and capabilities.

Over the years, they have built a reputation for independent thinking, practical, common-sense investment judgments, and close attention to their clients.