Worthscape, LLC

Worthscape, LLC, established in 2006, is an investment advisory firm specializing in portfolio management services. The firm does not offer asset allocation, risk assessment, or financial planning services. Worthscape typically manages portfolios on a discretionary basis, with the authority to supervise and direct the portfolio without prior consultation with the client. Clients may impose restrictions on Worthscape's management, but these restrictions may affect the composition and performance of the investment portfolio. The firm's investment strategy primarily involves investing in common stocks of US companies, with additional investments in hybrid equity securities, ETFs, ADRs, and non-US company stocks. Worthscape applies fundamental analysis, charting analysis, and technical analysis in selecting individual stocks. The firm's fee schedule is based on a percentage of assets under management, with a minimum portfolio value generally set at $3,000,000. Worthscape does not have performance-based fee arrangements and does not engage in side-by-side management. The firm serves individuals, trusts, and estates, with a minimum portfolio value of $3,000,000 for conventional investment advisory services. Worthscape believes its fees are competitive and provides continuous management services for $69,414,153 in client assets as of March 3, 2025. Clients are advised to review account statements provided by the custodian and to promptly notify Worthscape of any concerns. Robert A. Jetmundsen, the sole principal owner, supervises all duties and activities of the firm.