Investment Management

Customized, value-driven investment portfolios built with wealth preservation and growth in mind.

Your investment portfolio is constructed with your family's cash flow, wealth preservation, charitable, and wealth transition needs in mind. Our fees* are earned only on the management of your investments.

We take a value approach to investing and begin by setting a strategic asset allocation based on your family's goals and objectives. With the ability to select suitable investments from our open architecture investment platform, we leverage the institutional capabilities of Wells Fargo Advisors to evaluate and select professional investment managers and vehicles to help preserve and grow your family's wealth.

Because we're serving multiple high-net-worth families, Jacoby Nealon & McCain Wealth Management Group clients benefit from operational efficiencies, scalable family service processes and access to quality institutional investment expertise.

* Since no one investment program is suitable for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce suitable investment programs to you.

Fees for Advisory programs include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee per calendar to maintain these types of accounts.

Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.

Let's Connect

Get in touch today and we will contact you to discuss your goals and options.

Contact Us