— Investment Strategy —
Your Investments Should Work as Hard as You Do.
Whether you’re just getting started or ready to take your portfolio to the next level — we bring a 360-degree approach to every investment decision we make together.
“Only 21% of Americans say they are on track to be wealthy.”
— Charles Schwab Modern Wealth Survey, 2024
Real Investment Guidance. Built Around Your Goals.
Coaches invest in people. While we do both, it’s the latter that sets us apart. We take a 360-degree approach to assessing all aspects of your financial life – with impact now and for the long haul. We believe that desired financial outcomes are a product of disciplined investing by us and daily actions taken by clients.
By removing minimum balance requirements and foregoing a common investor practice of working only with clients who have accumulated wealth, we help coach young, hard-working individuals and families on the habits of how to get ahead and meet every milestone on their unique journey through life.
Our Investment Services
Most people have investments scattered across accounts they set up years ago and haven’t revisited since. A 401k here. An old IRA there. A brokerage account that could be doing more.
Our job is to bring all of it together, build a coordinated investment strategy around your goals, your timeline, and your life and make sure nothing is working against anything else. Below is everything we offer.
+ Investment Portfolio Management
Grow What You’ve Built. Customized investment strategies built around your goals, your timeline, and your risk tolerance — not a generic template.
+ Roth & Traditional IRAs
Tax-Smart Retirement Saving. Not sure which IRA is right for you? We’ll help you choose, open, and maximize the account that fits your situation and tax strategy.
+ Brokerage Accounts
Invest Beyond Your Retirement Accounts. A taxable brokerage account gives you flexibility and control. We help you invest strategically and keep your tax burden as low as possible.
+ Tax Gain/Loss Harvesting
Keep More of What You Earn. Strategic tax-loss harvesting can significantly reduce what you owe each year. We actively monitor your portfolio and make moves that work in your favor at tax time.
+ Company 401k Guidance
Make the Most of Your Benefits. Most people contribute to their 401k but never optimize it. We review your fund options, contribution strategy, and help you get the most out of what your employer offers.
+ Group Retirement Plans
401k · 403b · SIMPLE IRA · SEP IRA Whether you’re a business owner setting up a plan for your team or an employee navigating your options — we help you build and manage group retirement plans that work.
Jericho’s Investment Philosophy
Every strategy starts with your story, not a template. Most investment strategies are built around market assumptions. Jericho builds investment strategies around people. Before any recommendation is made, the team takes the time to understand where a client is today, where they want to go, and what’s standing in the way. That full picture is what drives every decision.
Start With the Full Picture
Every client’s investment strategy begins with a complete view of their financial life — not just their portfolio. Income, debt, tax situation, timeline, risk tolerance, and long-term goals all factor into how Jericho builds and manages a strategy. Nothing works in isolation.
Build Around Your Goals
There is no one-size-fits-all investment strategy at Jericho. A young professional building wealth for the first time needs a different approach than a business owner preparing to exit or a family planning for retirement. Every strategy is customized, coordinated, and built to grow with the client through every season of life.
Stay Disciplined for the Long Haul
Markets change. Life changes. Jericho’s investment approach is built for both. The team actively monitors every client’s portfolio, adjusting when the market shifts, when life circumstances change, and when better opportunities arise. The goal is never a short-term win. It’s a lifetime of financial confidence.
“Among those who do have a plan, 96% feel confident they’ll reach their financial goals.”
— Charles Schwab Modern Wealth Survey, 2024
A better financial future can start with a single conversation
No pressure. No obligation. Just a 30-minute call where we listen to your story, learn about your goals, and show you what’s possible. There’s no cost to the call — only to waiting.
✓ Completely free · ✓ No commitment · ✓ Talk to a real person
