JPS Global Investments, based in San Carlos, CA, is a fee-only investment advisory firm specializing in tailored investment management and wealth planning services. With a fiduciary duty to prioritize clients' interests, they offer expertise in areas such as ESG impact investing, retirement planning, tax optimization, and charitable giving.
Since 2007, JPS Global Investments has been dedicated to helping clients achieve their financial goals while aligning their portfolios with their values. Serving clients in Silicon Valley, the San Francisco Bay Area, and beyond, they focus on constructing portfolios that reflect clients' preferences and values, emphasizing the importance of investing in alignment with ethical considerations.
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