JPS Global Investments is a registered investment advisor founded in 2007 and led by Jan Schalkwijk, Chartered Financial Analyst. The firm manages investment portfolios and provides financial planning and consulting for individuals, families, corporations, trusts, and other organizations. JPS Global Investments specializes in thematic and values-based investing, including green economy portfolios, green income strategies, fossil fuel free equity strategies, and environmental, social, and governance focused direct indexing. Portfolios are constructed using a mix of individual stocks, bonds, mutual funds, exchange-traded funds, and alternative assets, tailored to each client's risk tolerance and long-term goals. Services are offered on a discretionary or non-discretionary basis, meaning JPS Global Investments can make trades on your behalf or consult with you first depending on your preference. The firm also participates in wrap fee programs and offers sub-advisory services to other advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable based on prior relationships and related account holdings. A fixed fee ranging from $2,000 to $40,000 may be charged instead of a percentage fee for certain accounts.