Jacobson & Schmitt Advisors, LLC | Investment Services

At Jacobson & Schmitt Advisors, we invest in companies we can be proud to own.  Over the years we have found that these are the kind of companies that can provide long-term above average returns.  So we search for companies with forward looking management and industry leading performance that contribute to social and environmental wellbeing.

We go beyond our fiduciary duty to clients.  We've set a high standard, which sets us apart in the industry, for closely aligning our personal self-interest with that of our clients.  We invest in the same stocks our asset management clients do, and in most instances, buy and sell them in the same block of shares at the same average price.  Self-interest is a powerful motivator.  By investing in the same stocks as our clients, we answer the question: "Are my advisors watching my stocks or their own?"  With JSA they're one and the same.

Jacobson & Schmitt Advisors, LLC (JSA) is a Registered Investment Adviser with the Securities and Exchange Commission, providing asset management and financial planning services to individuals like you.  Personal relationships are important to us at JSA, and we’ve structured our business so we spend time having one-on-one conversations with clients, rather than doing presentations in boardrooms.  Our principals place great value on their long term client relationships, many of which go back 20 years or more.

We're a global, all-cap manager, meaning we diversify intelligently by allocating our portfolio among countries and industries with the best profit potential, and among good companies of all sizes. Using fundamental analysis techniques, we find attractive businesses our clients-and we ourselves-can potentially hold long term for above-average profits.

Responsibility is our guiding principle.