Building your personal wealth requires thoughtful, objective analysis and an insightful investing strategy. Jacobs Investment Management is a fee-only fiduciary, committed to acting in the client's best interests. Clients benefit fromthe experience and methods of a large investment company, while enjoying the personalized attention that can only come from working with a small boutique firm.
Investment Philosophy
Jacobs Investment Management is a value investor, buying shares of high-quality companies trading at a discount to their intrinsic value. Done correctly, this process leads to above-average returns with below-average risk. The strategy requires a long-term time horizon, something most investors have neither the patience nor discipline to keep. Yet the firm's average holding period is 5 years, and the results speak to the successful execution of the strategy.
Planning for the Future
Jacobs Investment also provides financial planning for clients. Integrating your investments into the planning process is pivotal, providing both superior outcomes and cost efficiency. Working with Jacobs Investment is like having your own personalized mutual fund manager helping you with every aspect of your financial life.
Bill Jacobs, president, founded Jacobs Investment Management in 2006 after spending thirteen years with Chicago-based Harris Associates and its Oakmark Funds. As a partner in the firm, he was a research analyst supporting over $45 billion in domestic assets and a portfolio manager for high net worth clients. Bill holds a BSE degree from the Wharton School of the University of Pennsylvania and an MM degree from Northwestern's Kellogg Graduate School of Management.
