Jaston Capital, LLC

Jaston Capital provides discretionary investment management for individuals and families, offering stock, bond, and balanced portfolios tailored to each client’s stated goals and risk tolerance. The firm does not provide financial planning or accounting services but does offer tax services under a separate agreement and maintains a $20,000 minimum account size.

The firm applies fundamental analysis and constructs diversified portfolios that can include common and preferred stocks, REITs, ADRs, options, U.S. government, corporate and municipal bonds, and exchange-traded funds, using ETFs to fulfill part or all of stock or bond allocations when appropriate. All accounts are separately managed under written advisory agreements and are managed on a discretionary basis, with the adviser selecting securities for client accounts as authorized.

Distinctive operational features include a relatively small asset base—about $1.32 million in discretionary assets across nine client accounts—and a firm policy that clients open custody accounts at Interactive Brokers, which the firm requires rather than permitting client-directed brokerage. The firm does not accept proxy voting authority, does not charge performance-based fees, reports no material disciplinary history, and discloses no material third-party affiliations.