After many years at large financial institutions, we found another way to help clients more effectively through a smaller and more personalized platform. JST is a Registered Investment Advisor (RIA) which allows its advisors to provide a unique level of personalized service not always found in investor-advisor relationships. RIAs are held by law to the highest standard of responsibility to their clients, therefore upholding them to always act in their clients’ best interests.
Key benefits of working with JST:
- Customized guidance based on your entire financial picture
- Attentive, responsive, and personal relationship
- Simple and transparent fee structure
- Expertise to support your complex financial needs
- Your money is held with an independent custodian, not the advisor firm
- Your best interest always at top of mind (Fiduciary)
Our mission is to help you reach your financial goals through a relationship based on personalized, knowledgeable advice, with your best interest always top of mind. This focus is designed to help you reach your goals with greater confidence. Everyone has their own life path, therefore, no two financial plans or investment recommendations are alike. We offer full financial planning, investment consulting, and investment management services. For those who want to take a more hands-on approach, we offer the tools you need to give you greater confidence in controlling your financial future on your own.
Listen to Jeff Tilson’s Long Beach Impact Podcast here:
In this episode we talk about:
- People’s attitudes about bull and bear markets
- Rational and irrational decisions people make
- How to Plan for a Downpayment
- And much more!
Continue to: Why Fee Only?