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 San Francisco, 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
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.
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.
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.
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.
Counterpoint Commentary
To Scare a Clown
“Given all the crazy stuff that is going on in the world, how come the stock market keeps going higher and higher and how long can this last?”
Counterpoint Commentary
Changes & Disconnects
We are in the late innings of an extended economic growth cycle, marked by high valuation levels and growing complacency about risk.
Counterpoint Commentary
Politics and Investing
In a recent interview, Warren Buffet cautioned investors that it can be a big mistake to mix politics with investment decisions. We tend to agree.
Counterpoint Commentary
The Future Looks Different…
A Trump presidency, combined with other changes in the world creates a greater range of potential outcomes, both positive and negative.
Special Update
Investment Update
It has been a year of unexpected turns and twists, where conventional expectations have been turned on end.
Counterpoint Commentary
Uncomfortably Numb
“Leopards break into the temple and drink the sacrificial chalices dry; this occurs repeatedly, again and again; finally it can be reckoned upon beforehand and becomes part of the ceremony.”
Counterpoint Commentary
Unconventional Wisdom
Pollsters and pundits probably rank below economists and weathermen in their ability to foretell the future.
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.