Advisor at Gaard Capital LLC
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Jonathan Brogaard is a CFA® charterholder and principal of Gaard Capital LLC with one year of industry experience. He has worked at the University of Utah since 2018 and previously at the University of Washington from 2011 to 2018. Outside of his advisory role, he is the founder of JB Analytics LLC, providing expert witness consulting on financial market matters. Gaard Capital LLC offers outsourced chief investment officer and portfolio management services to ultra-high-net-worth individuals, family offices, and foundations. The firm employs proprietary model portfolios alongside fundamental, technical, quantitative, and qualitative analysis to customize asset allocation, liquidity management, and risk controls, utilizing liquid instruments including derivatives for hedging and exposure within separately managed accounts.
Based on Gaard Capital LLC
Based on Gaard Capital LLC
0.50% annually across all account sizes
Account minimum: $100,000 minimum (subject to waiver at Gaard's discretion)
Park City, UT
Utah
University of Utah
2018 - Present (8 years)
University of Washington
2011 - 2018 (7 years)
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