Jacobs & Company, LLC

Jacobs & Company provides discretionary investment management and related financial planning and consulting to individuals (including high-net-worth clients), trusts and estates, retirement plans, and business entities. The firm generally requires a $2.5 million minimum and delivers services such as portfolio construction, strategic asset allocation, risk assessment, and ongoing portfolio oversight.

The firm follows an active investment approach that emphasizes high-quality large-cap equities and laddered fixed-income portfolios, with generally low turnover and a long-term holding orientation; it employs fundamental, technical and cyclical analysis in security selection. Jacobs & Company retains overall portfolio discretion and fiduciary responsibility while using Breckinridge Capital Advisors as a sub‑advisor for fixed-income execution.

A distinctive feature is the firm’s scale relative to its advisory headcount: it reports about $1.155 billion in discretionary assets under management with three advisors, producing AUM per advisor well above $200 million, a profile that is uncommon among similar team firms. The firm provides financial planning to managed clients without a separate charge, operates as an SEC‑registered fiduciary for applicable accounts, and recommends Charles Schwab for custody while using Schwab’s institutional services.