JPS Global Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$74,379,233
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
74
23% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
74
Average account size
$1,005,125
About
JPS Global Investments provides investment management, financial planning, and consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and other investment advisers. The firm offers both discretionary and non‑discretionary portfolio management, sub‑advisory services, and serves as a portfolio manager in wrap‑fee programs.
The firm’s investment framework combines thematic, ESG‑oriented equity strategies — including its Green Economy, Green Income, Fossil Fuel Free and customized Direct Indexing offerings — with diversified multi‑asset, core/satellite portfolios built from fundamental analysis and quantitative optimization. The brochure describes these thematic strategies as long‑term and growth‑oriented while noting the firm may use derivatives, option writing, short sales and margin in separately managed accounts when appropriate and consistent with client risk profiles.
Noteworthy aspects disclosed in the brochure include JPS’s role as a sub‑advisor to other investment advisers and its participation in wrap‑fee programs, where it receives a portion of the bundled fee and may face restrictions that affect holdings compared with other accounts. The brochure also highlights a mix of discretionary ($51.2 million) and non‑discretionary ($10.3 million) assets under management, the use of ESG screens and benchmark‑tracking optimization for fossil‑fuel‑free mandates, and a stated willingness to accommodate client‑imposed investment restrictions and direct indexing requests.
Client services
Financial planning
Portfolio management
Expertise
ESG / Sustainable investing
Private / alternative investments
Active portfolio management
Passive / index investing
Fee options
Fixed fees typically range from $2,000 to $40,000 depending on client account nature and size
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.85% $3,000,000 - $5,000,000: 0.75% $5,000,000+: 0.65%
Offered; specific rates not stated
Account minimum: Negotiable, but generally $1,000,000 minimum (smaller clients with less than $1,000,000 may be accepted at discretion) Minimum fee: $5,000 minimum annual fee Fee-only: Fixed fees typically range from $2,000 to $40,000 depending on client account nature and size
Main office location
JPS Global Investments, LLC
West Linn OR, United States
Number of offices
2
Most active in
JPS Global Investments, LLC has reported serving >5 clients in these states in the last 12 months.
California · Oregon · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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