Lucid

Jackson Creek Investment Advisors LLC was established in July 2020 and is registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisors Act of 1940.

 

​Jackson Creek is a young entity although its employees have a history of providing valuable investment advice to clients. The team has been working together - and on the current strategies - for over five years, with most employees having over ten years together. Our process and track record date back to 1996 when our first institutional strategy was launched.

 

At Jackson Creek, we strive to provide knowledgeable, understandable, and useful advice to clients. We are able to accomplish this by acting as a fiduciary. This means we always have your best interest in mind.  We invite you to have a conversation and get to know us.

JACKSON CREEK

INVESTMENT ADVISORS

Financial Planning & Wealth Management

Dot Paint Splatter

"Frustrations and rewards exist at all levels on the path."

J. Cameron

Our insights are rooted in experience and research on market behavior and decision-analysis. We understand the biases and mental hurdles that influence our thoughts and emotions regarding financial decisions. This expertise translates into understandable and actionable advice. We use this knowledge to cut through the noise, fads, and hot investment themes to uncover the true drivers of performance and keep clients on track to achieve their financial goals.

We invite you to have a conversation and discover if our approach is right for you. 

What you can expect from us

We strive to create the most complete and individualized plan for each client through a truly collaborative relationship. We gain a thorough understanding of your current situation and background. Our advice is honest, unbiased, and based on research and data. The wealth management plan we create is geared to maximize the probability of reaching your goals.

Visibility into our thinking and explanations of the decisions we come to.

We always put your interests first. We act in a fiduciary manner. We do not sell commission-based products. Our incentives are aligned with yours. 

Approachable and accessible advisors.

Below is a broad overview of our approach. Contact us to find our more. 

What we do

  • Craft a financial plan tailored for each client.

  • Evaluate your entire financial situation - even assets not managed by us.

  • Provide analytical assistance for all financial decisions - current and future.

  • Plan for unexpected events - both in life and the market.

  • Act as a trusted guide throughout your journey

How we do it

  • We base our decisions on institutional-quality research

  • Utilize powerful planning tools that quantify and simplify outcomes

  • Gain a deep understanding of each clients' needs and situations

  • Set clear and realistic objectives

  • Crate detailed yet understandable reports

Why we do it

  • Research and data analysis are part of our DNA

  • Enjoy communication and explaining our insights in a useful way

  • General curiosity about markets, people, and behavior

  • We have a passion to perform for every client