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Investment Planning

At Jolliffe Capital, Inc., we believe no two investors are alike. In order to help each client meet their financial goals, we base our process on a client focused personalized approach using multiple investment strategies. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation. Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income, or accumulating capital.

We offer:

  • Investment Advice
  • Mutual Funds
  • Exchange Traded Funds (ETF)
  • Options
  • Separately Managed Accounts

As a fiduciary, we have an obligation to ensure the appropriate products are chosen based on the client’s best interest. Therefore we develop your personalized asset allocation model based on individual risk tolerance, objectives, and financial needs. Our goal is to maximize your investment returns while minimizing your risk through diversification of your assets.

Portfolio Fact Sheets

Jolliffe Capital Fact Sheets 2/23/2016

Alta Capital Strategy