Jacobson & Schmitt Advisors, LLC (JSA) is a Registered Investment Adviser with the Securities and Exchange Commission, providing asset management and financial planning services for individual investors.
The Principals hold the same stocks as our clients, buying and selling them at the same time and price, to keep our interests aligned with yours. Self-interest is a powerful motivator. By investing in the same stocks as our clients, we answer the question: "Are my advisors monitoring my stocks or their own?" With JSA they're one and the same.
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.
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.
Responsibility is our guiding principle.