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Experience Matters



A good financial advisor needs to be a seasoned investor, with the experience, wisdom and judgment to help you navigate through the many uncertainties of the investment markets in pursuit of your long-term financial goals.

Even if your goals do not change, markets and economies do. The road ahead is likely to have many curves, presenting significant risks and opportunities. A good advisor needs to have a point of view about the world and how to allocate your assets in anticipation of what is to come.

We Can Help

Jurika, Mills & Keifer is an independent investment advisory firm providing investment management and financial advisory services to individuals, families, foundations and institutions.

Our advantage over traditional financial advisory firms lies in our extensive experience and expertise as investors. 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.

Our principals have worked together for many years, with a perspective spanning four decades of economic and market cycles. At our prior firm, Jurika & Voyles, we oversaw over $7 billion in individual and institutional assets under management before it was purchased in 1997.

Over the years, we have built a reputation for independent thinking, and building close working relationships with our clients.

We think for ourselves and are often willing to challenge conventional wisdom. In our experience, unconventional wisdom often leads to uncommon opportunity.

We welcome the opportunity to serve you.