Leave a legacy
Retire on your terms
Have you been kicking your Financial Plan "can" down the road, only to find the same can days, months, even years later? Have you tried to solve a financial situation only to be met by the same roadblocks: limited time, lack of knowledge, intimidating complexity, or technical ability?
You are not alone - less than a quarter (23%) of Americans have a written retirement plan (source). Unfortunately, the lack of a working financial play typically increases the risk of not meeting your financial goals. Even those with a plan do not diversify and regularly rebalance their portfolios.
If you asked yourself any of these questions, or discussed with your family, we welcome a discussion to help you address those most concerning to you
Jackson Creek Investment Advisors serves High Net Worth Investors with at least $1M of investable assets, or $250K of income, or are part of Generational Wealth Families with at least $1M of investable assets. We have dozens of clients that we have served for decades.
We serve entrepreneurs and rising corporate professionals across a range of industries. They often have advanced degrees. Our clients include Medical Professionals, Attorneys, Successful Business Owners, Tech Professionals, and a wide range of other occupations. With the diversity of our client base, our team readily adapts to the ebb and flow of every personal financial situation. Our purpose is a commitment to excellence in creating customized investment & financial solutions.
One of our Core Values is to analyze markets through in depth, comprehensive behavioral and quantitative research. We do this for the benefit of all clients. Our Advisory Team has been working together for over two decades and have over 30 years of industry experience. The Team’s pedigree includes managing Institutional Investment Portfolios for some of the largest Institutional Allocators in the country. We bring a combination of Behavioral Finance and Quantitative Investment Management to all aspects of our business.
Our second Core Value is to manage risk through a collaborative partnership where client interests come first. Based on the fact that less than a quarter of American’s have a written financial plan, Jackson Creek believes everyone should receive an initial Financial Plan at no cost. Should you desire to work with us, we will use proprietary systems and client-friendly software to customize and implement your personal plan. We do not sell commission-based products. We monitor investment options and utilize low-cost vehicles with beneficial factor characteristics that align with your individual asset allocation.
Below is a non-exhaustive list of the more common services we provide to clients
Primary Point of Contact for all Financial Decision Making
Establishing Values and Goals
Cash Flow Management
Social Security Claiming Analysis
Jackson Creek Investment Advisors is an Independently Owned, Colorado based Registered Investment Advisor. Each member of our Advisory Team is an Independent Adviser Representative, which means that we are legally bound as Fiduciaries to our clients.
On top of our Fiduciary duties, our team has decades of experience in Behavioral Finance in which we have managed Investment Portfolios for some of the largest Institutional Investors in the United States. We bring this investment philosophy and process to each client that we service.
Our team brings decades of Financial Planning experience, and a combination of proprietary and 3rd party quantitative tools to build, monitor, adjust, and test the potential success rate of your financial plan. Together, we build a personalized financial plan that can be a framework for the rest of your life. This plan is built and reviewed with you, prior to becoming a fee paying client. This is because we believe that everyone needs, and can benefit from, a written financial plan.
As Registered Investment Advisors, we only charge fees on assets that Jackson Creek manages for you. However, the advice that we provide will be based on your entire financial picture, including assets that we may not directly manage. The fees you pay as a client will increase or decrease based on the success of your financial plan.
We provide advice on many other aspects of your personal financial life including: Life Insurance, Health Insurance, Property Insurance, Higher Education Expenses, Aging Parents, Tax Planning, Estate Planning, Employment Compensation Planning, Business Exit Strategies and much more.
So, in summary, you get:
A consultation, with free evaluation of your current financial situation
Institutional Process to personal money management
Full Financial and Goal Planning
Generational Wealth and Estate Planning
Connect with network of seasoned specialists in other financial areas
All you need to do is SCHEDULE A CALL, and be open to a discussion with us.