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

Weather vane
Quarterly Investment Commentary

Winds of Change

“How much higher can things go?” is a question we hear frequently from clients, especially lately. It is also a question we have heard consistently over the last 30 years, usually as an expression of general nervousness about markets and current conditions.
Hot Air Balloon
Quarterly Investment Commentary

Up, Up And Away?

Global risk assets including equities, real estate and industrial commodities continued their ascent higher in the second quarter, buoyed by a surging global economic recovery, continued progress against Covid, easy money, and lots and lots of fiscal stimulus.
Engine Room Telegraph
Quarterly Investment Commentary

Forward

In fairness to 2021, the new year was set to start off with a set of unreasonably high expectations that somehow all the problems that beset 2020 would magically disappear at the stroke of midnight on December 31st.
Vision Test
Quarterly Investment Commentary

20-20 Vision

It’s been quite a year so far between the global pandemic, global recession, fires raging on the West Coast, hurricanes on the East Coast, and a political circus in Washington unlike anything we have ever seen. With the pandemic still spreading, the president in recovery, and the election less than a month away, it still feels that we have a long way to go.
Bull Coaster
Quarterly Investment Commentary

Too Far, Too Fast?

Global financial markets have staged a remarkable rebound from their depths in late March. A combination of deeply oversold conditions, extraordinary monetary and fiscal support from central banks and governments and hopes for an economic recovery as infection rates were curbed and businesses started to reopen, have all led to an impressive rebound in the prices of most risk-oriented assets during the second quarter.
Across the valley
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.
Stock Chart on Monitor
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.
2020 Welcomes You
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.
Hurricane Donald
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.
Glorious Summer
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.

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.”