Jurika, Mills & Keifer, LLC

Jurika, Mills and Keifer, LLC is an independently owned Investment Adviser registered with the SEC since 2001. The firm specializes in providing discretionary investment management and financial advisory services to individuals, families, endowments, foundations, and other institutions. Their investment strategy focuses on capital preservation, balance, diversification, and a long-term perspective. They offer a differentiated approach using a combination of actively managed no-load mutual funds, Exchange Traded Funds (ETFs), and other investment vehicles. The firm's mission is to build an investment management and advisory firm of uncommon quality, dedicated to treating clients with trust, understanding, and accountability. The firm's fee structure is based on a percentage of assets under management, with fees calculated and billed quarterly in advance. The current fee schedule ranges from 1.0% to 0.40% based on the amount of assets under management. JMK is a fee-only advisor, ensuring that their interests are aligned with their clients. The minimum account size is $2,000,000, but the firm may accept accounts below this threshold at its discretion. Clients have the option to grant JMK discretionary authority over their investments, allowing the firm to make decisions on their behalf without prior consent. The firm reviews client accounts periodically, with an in-depth review performed at least annually. JMK also provides clients with quarterly portfolio valuations and investment commentaries to keep them informed about their investments. Overall, Jurika, Mills and Keifer, LLC offers personalized and comprehensive financial advisory services with a focus on long-term client relationships and sound investment principles.