Who We Help
We realize that we can’t be all things to all people, we can however strive to be all things to a select few people. We’ve carefully engineered our process and services and have learned from experience that we are best suited to work with:
- Business Owners
- Individuals and Families
- Human Resource Teams
- High net worth investors
- Retirees
- Young Investors
Investment Planning
For over 30 years*, Jacobi Capital Management has been working with business owners, individuals and families to create investment strategies to help them pursue their goals and optimize the probability of success. We take our role as an experienced advisor in managing our client’s wealth seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles. To execute a strategy on your behalf, we ask the question, “What if…then what?” to think through the possible blind spots and range of outcomes. Our process focuses on:
- Risk Tolerance & Capacity Assessment
- Portfolio Construction
- Asset Allocation
*Jacobi Capital Management, LLC was formed as a Registered Investment Adviser in 2008. The firm was originally founded in 1992 by Michael Hirthler as a branch office of LPL Financial.