Shayne & Jacobs, LLC

Shayne & Jacobs, LLC is a Nashville-based financial advisor firm established in 1994, specializing in managing investment securities for clients. The firm's President and Chief Compliance Officer, William E. Jacobs, leads the team, which merged with Jacobs Investment Management, LLC in 2023 to form Shayne & Jacobs, LLC. The firm's investment strategy is based on fundamental analysis of corporate financial statements, with a focus on long-term investing. They offer discretionary portfolio management services tailored to individual client needs and restrictions on investing. For new accounts, Shayne & Jacobs charges an annual advisory fee of up to 1% of assets under management, payable quarterly. Clients with existing accounts are billed based on pre-combination rates. The firm does not participate in wrap fee programs and managed $561.9 million in discretionary assets as of December 31, 2024. Clients are advised to review custodial statements and compare them with portfolio appraisals provided by the firm. Shayne & Jacobs acts as a fiduciary, managing accounts on a discretionary basis and providing investment advice to individuals, pension plans, trusts, charitable organizations, and businesses. The firm's investment strategy involves concentrating investments in a fewer number of securities, with a focus on exchange-listed and over-the-counter securities, U.S. government securities, and funds. Clients are informed about the risks involved in the firm's investment strategy, including company-specific and industry-related risks, market fluctuations, and other potential factors affecting investments.