Forward-looking, client-focused.
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
Quarterly Investment Commentary
Across the Valley
Only three months ago, people were ringing in the new year and decade with a sense of cautious optimism. The U.S. economy was strong and the global economy seemed to be improving, especially on the heels of a trade agreement with China and new NAFTA deal with Mexico and Canada.
Special Investment Update
Special Investment Update
Greetings from the flight deck. The financial markets have hit another significant air pocket on a combination of coronavirus (Covid-19) fears as well as a sharp collapse in the price of oil over the weekend.
Special Investment Update
Special Investment Update
The financial markets have finally decided to worry about the Coronavirus (Covid-19) and its impact on global economic growth. Over the past week, investors around the world have sold stocks and other risk assets en masse and rushed into safe haven assets like gold, Treasury bonds and cash.
Quarterly Investment Commentary
Milestones
The turning of a calendar year as well as the passing of a decade are milestones that offer an important opportunity for reflection: a chance to take stock of the past and to look forward to the future with fresh perspective and purpose.
Quarterly Investment Commentary
Hurricane Donald
Hurricane season may be over in the Atlantic, but is in full force in Washington, London and other political capitals. A lot of the questions and concerns that we are hearing from clients lately relate to the current stormy political situation and its potential impact on markets and their portfolios.
Quarterly Investment Commentary
Glorious Summer
The longest days of the year are already behind us. There is still plenty of summer left, but the daylight hours will start to fade at the edges as the Earth completes the back half of its annual orbit around the sun.
Quarterly Investment Commentary
Sky Fall?
If you had listened to most of the economists and market strategists on television in the fourth quarter of 2018, you might have thought that the sky was falling, the Earth was about to stand still, and the zombie apocalypse had begun.
Counterpoint Commentary
The Longer View
And so, a new year begins. And with it, a sense of hope and new beginnings, as well as a realization that most of the concerns that worried us in 2018 remain with us today.
Special Update
Investment Update
Most of us have flown many times in our lives and know that bouts of turbulence are normal. And, even though we rationally know that the plane has been engineered to withstand turbulence far in excess of what we will ever likely experience, it is still an unnerving experience.
Special Update
Investment Update
With Thanksgiving upon us, we wanted to reach out to you, first and foremost, to express our thanks for the privilege of working with you, and to wish you a heartfelt Happy Thanksgiving.
Counterpoint Commentary
“A Plus”
According to a recent Tweet, the economy and stock market are the best they have ever been, in the history of America, and deserve an A Plus. What else do you need to know?
Counterpoint Commentary
A Bumpy Ride
The bumpy ride in financial markets that marked the first quarter, continued into the second. A combination of mixed economic data, rising interest rates and a steady flow of political drama contributed to investor unease and ongoing volatility.
Why Jurika, Mills & Keifer?
Experience
- A highly experienced team of seasoned investment professionals.
- Four decades of market perspective with responsibility for over $7 billion in client assets at our prior firm.
- We think for ourselves and over the years have built a reputation for independent and forward-looking thinking.
A Differentiated Approach
- Fee-only and unconflicted: Our interests are aligned with those of our clients.
- Focused: We serve a limited number of individual and family client relationships. We grow almost exclusively through referrals and therefore spend the majority of our time serving our existing clients
rather than gathering new ones. - Comprehensive planning and management: We work with clients to help them to see, organize and manage their “total financial picture.”
- Our clients deal directly with senior principals. We have no “relationship managers.”
A Better Experience
- A higher level of advice and service from seasoned professionals. Our clients are at the center of everything we do.
- Large firm experience with small firm focus and responsiveness.
- Financial “Peace of Mind.”