Jurika, Mills & Keifer combines a forward-looking view of the world with a deep understanding of our client’s needs and aspirations to build and preserve wealth and financial well-being over time.
Based in the San Francisco Bay Area, we provide sophisticated wealth management, planning and advisory services to a limited number of individuals and families.
Over the years, we have built a reputation for independent thinking, sound judgement, and a high level of individualized advice and service.
We welcome the opportunity to serve you and invite you to learn about our firm.
Commentary and Perspective
Why Jurika, Mills & Keifer?
- Highly experienced team of investment professionals.
- Four decades of market perspective with responsibility for over $7 billion in client assets at our prior firm.
- Many years of working together.
- Large firm experience with a small firm focus.
A Differentiated Approach
- A firm built around the idea of treating our clients the way we would want to be treated.
- Primary focus is on serving our existing clients and their families, growing by referral, and limiting our size to maintain a high level of individualized advice and service.
- Reputation for independent, forward-looking thinking, sound judgment, and close attention to clients.
- Value system aligns our interests with our investors.
- Meaningfully differentiated performance, especially in declining markets, driven by strategy, asset allocation and investment selection.