Jurika, Mills & Keifer provides sophisticated wealth management, planning and advisory services to a limited number of individuals and families.
We combine a forward-looking view of the world with a deep understanding of our clients’ goals to build and preserve wealth over time.
Our offices are located in San Francisco, California, in the historic Ferry Building.
We launched the private wealth management practice of Jurika, Mills & Keifer in 2008 to offer a limited number of families and individual clients a higher level of service advice and results.
We are completely independent and offer our clients a number of advantages over many other financial advisory and wealth management firms.
- We are seasoned investors with many decades of experience managing billions of dollars in client assets. We bring our wealth of knowledge and perspective in advising clients and managing their portfolios.
- We think for ourselves and maintain a strategic and forward-looking point of view about world economies and financial markets.
- We focus exclusively on working with families and individuals and offer a high level of customized advise and service.
- Our clients deal directly with our senior principals who are driving our investment strategy and making decisions in their portfolios.
- We grow through referrals and therefore spend the majority of our time serving our existing clients rather that gathering new ones.
Over the years, we have built a reputation for independent thinking, and building close working relationships with our clients.
We welcome the opportunity to serve you.