1900 Wealth

1900 Wealth serves individuals (including high‑net‑worth clients), family offices, pension and profit‑sharing plans, trusts, estates, corporations and other entities with financial planning, consulting, and both discretionary and non‑discretionary investment management. The firm also offers family office services and acts as investment manager and advisor to affiliated pooled investment vehicles.

The firm’s investment approach emphasizes strategic asset allocation and the use of low‑cost ETFs and mutual funds to implement long‑term, diversified portfolios, with written investment plans tailored to each client’s goals, risk tolerance and time horizon. 1900 Wealth also uses sub‑advisers to provide access to customized managed portfolios and routinely manages client accounts on a discretionary basis.

Notable distinctions include common ownership with Jefferson Bank — the firm discloses it recommends the bank’s services to clients — and the operation of affiliated private funds in which the firm or its affiliates may serve as general partner or manager. 1900 Wealth both recommends these pooled vehicles to suitable clients and receives management and performance‑based fees for them, and it provides related administrative and advisory services while subjecting the funds to subscription eligibility requirements and periodic audits.