Private Investment Management
If you desire greater freedom to focus on what’s really important to you, and the confidence of knowing that your portfolio is in the care of trusted professionals, we invite you to consider Private Investment Management, our premium level of discretionary wealth management.
Busy professionals and executives, travelers, retirees and snowbirds often find that the greater their wealth, the more time they require every day to manage it. If you are responsible for investing for a not-for-profit organization, foundation or endowment, you may also find that the expertise required to make investment decisions can be time-consuming and complex.
Whether you need your time to focus on your career, manage the needs of an organization, travel outside of the country for long periods, or you wish to enjoy quality time with family and friends, Private Investment Management will give you the time and freedom you deserve.
How it works:
Bob Jones and his accredited team of professionals work within your specific investment objectives so you can free yourself from the responsibilities of investing and still be confident that your investment plan and goals are on track.