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

Curves Ahead
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.
Stock Chart on Monitor
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.
Stock Chart on Monitor
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.
A Plus
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?
Money Talk
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.
Tweetfire
Counterpoint Commentary

Stormy Weather

As long as the global economic backdrop remains strong, we think the current corrective phase in the markets will run its course and markets will eventually head higher before marking the peak for the current economic cycle.
Stock Chart on Monitor
Special Update

Investment Update

In light of the steep decline in the markets over the past few days, followed by today’s dramatic rebound, we recognize that the wild market swings and volatility can be unnerving.
Tax Reform and Infrastructure
Counterpoint Commentary

Two Worlds

2017 was a year marked by the strange juxtaposition between an improving global economy and buoyant financial markets, and a distressing geopolitical landscape.

Why Jurika, Mills & Keifer?

Experience

  • 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.

Differentiated Results

  • Meaningfully differentiated performance, especially in declining markets, driven by strategy, asset allocation and investment selection.