The Jones Private Client Advisory Group
Operating Principals
1. Do what’s right
Advice matters, the right advice for you matters more. As fiduciaries, we are legally obligated to act in your best interest and we pride ourselves in the office and away in doing just that. We strive to understand your situation and help you evaluate options and provide recommendations for the best interest of you and your family.
2. Prudent Investment
Our Investment style is considered a focused, well studied approach. We invest in companies that are the core fabrics of our society and provide growth and/or dividend income to shareholders. We aim to grow investment portfolios at above average rates, minimize taxes and preserve capital. We do not time the markets but employee a clear buy and sell discipline to manage market gyrations.
3. Plan, Communicate, Act.
Financial planning is becoming more and more complicated with new avenues of currencies, information overload and data dumps, opinions at every turn. Our team understands these complications and will provide insight with a clear plan, easily communicated and steps to act on.
4. Respect
Treat others as we would like to be treated.
5. Persevere
Money is not easy. Investment markets are hard and complicated with all the clutter and noise. We leave the emotions at home, source factual information, avoiding opinions and click bait. When times get tough, you’ll be happy to have us at your side to provide clarity and advice that sees the big picture and follows a long term trajectory.
6. Pursuit of Wisdom
Ask the right questions, study, think, verify the source. Our team continuously pursues self-education and critical thinking and we encourage our clients to do the same in both investment knowledge and other areas of life.
