Our mission is simple: to help our clients reach their financial objectives and life goals, while tailoring our investment approach to their unique circumstances and values. Whether investing for retirement, family, or philanthropy, our clients can count on us to be there for them every step of the way.
At the core of what we do, is our fiduciary duty to put our clients' interests first. As a fee-only advisor we are focused on protecting and growing our clients' wealth, not on selling financial products. Our firm culture also values independent thinking and forward-looking advice. We believe these are two key ingredients of financial success and we are not afraid to be different.
At the core of what we do, is our fiduciary duty to put our clients' interests first. As a fee-only advisor we are focused on protecting and growing our clients' wealth, not on selling financial products. Our firm culture also values independent thinking and forward-looking advice. We believe these are two key ingredients of financial success and we are not afraid to be different.
Services
JPS Global Investments was founded in 2007 and is a Registered Investment Advisor located in San Carlos, CA. Our clients engage us for investment management and financial planning. We are an independent fee-only advisor and do not receive compensation for selling financial products. Our incentives align with our clients' interests: to protect and grow their wealth.
We serve individuals and families by crafting portfolios to protect and grow our clients' wealth. JPS leverages the firm's professional partnerships, including accountants, lawyers, and other financial professionals, to optimize our clients' financial decision making.
Our institutional clients include foundations and non-profits who wish to align their investments with the mission of their organization, while optimizing performance and meeting the fiduciary standard.Our institutional clients also include other investment advisors, for whom we design investment models tailored to the advisor's specific practice.
Our institutional clients include foundations and non-profits who wish to align their investments with the mission of their organization, while optimizing performance and meeting the fiduciary standard.Our institutional clients also include other investment advisors, for whom we design investment models tailored to the advisor's specific practice.
Our clients wish to invest their funds in a way that achieves real impact and generates real, market rate returns. We share their passion and make this possible. On behalf of our clients, we invest in companies that contribute to the development of a global economy that works for more people. Investors' capital can fuel well-conceived business plans for not only their own benefit, but for that of the businesses' employees, customers and owners.
Jan Schalkwijk is the founder and lead portfolio manager of JPS Global Investments. Helping clients achieve the financial goals that underwrite their life goals is his life's work. Meet our team at JPS. Conservation has been part of my life since childhood. I grew up in a town in Holland, where the garbage is collected infrequently, and all compostable material ends up in the yard.
Financial success often starts with a solid financial plan. A roadmap that informs our investment decisions going forward. As Warren Buffett articulated so succinctly: "You only have to do a very few things right in your life so long as you don't do too many things wrong." Having an actionable financial plan increases your chances of making the right financial choices along the way, considering that they are few and very impactful.
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