JATAJ Wealth Management is a fee-only financial planning and investment management firm that specializes in working with creative, confident, past, present and future leaders in their industry who are seeking fulfillment and prosperity in all areas of their lives.
Our clients include small business owners, middle and upper management of mid-size companies, PhDs, physicians, veterinarians, airline pilots, and retirees.
What sets us apart from other investment firms is that at JATAJ Wealth Management our clients benefit from the science of investing. Yes, science is at the foundation of our investment management process.
We are very proud to be an approved advisor with Dimensional Fund Advisors (DFA) which allows our clients access to their mutual funds. DFA has two Nobel Prize Winners in Economics on their advisory staff and are among the lowest cost mutual funds available in the marketplace.
Unlike many other mutual fund firms, DFA employs passive investment strategies based on academic research. Most of this research has come out of the Univeristy of Chicago which has spawned many of the leading thinkers in the investment world.
From DFA's website, it reads:
"Dimensional is a new kind of investment firm. Our confidence in the capital markets frees us to think differently about investing and push the frontiers of innovation. Over the years, we have translated financial science into real world investment solutions, and through our revolutionary approach, investors may seek to capture what the market offers in all its dimensions.
Working years ahead of the industry, Dimensional forged a new way to invest. The firm inaugurated its strategies in 1981 with early research into the stronger performance of small cap stocks. Later, a comprehensive analysis of stock prices worldwide deepened the strategy repertoire and set a new standard for portfolio design. This evolution reflects an abiding belief in financial science and the efficacy of capital markets."
DFA is not a Wall Street Firm. They are based in Austin, Texas. They are almost 30 years old and currently manage over $175 Billion, and their institutional clients include names like AT&T, Boeing, Cornell College, PepsiCo, Salvation Army, and Verizon, to name a few.
Since 2005, using DFA Funds, we have been helping our clients properly diversify and allocate their investments based on their risk tolerance and future needs. This is a critical part of the investment management process that can make the difference between long term investment success or failure.
We also provide tax management on taxable portfolios as we know it's not what you earn on your investments that's important, it's what you keep!
And, most important, we act as fiduciaries which means that legally we are bound to put your interests before our own.
Following are just some of the services we provide to our clients through JATAJ Wealth Management:
- Values Based Cash Flow Planning
- Risk Management
- Investment Management using Nobel Prize-winning investment strategies
- Tax Planning
- Retirement Planning
- Estate Planning
- Charitable Planning
- Meetings in person, by phone, or Skype
- 24/7 access to your financial plan, investment accounts, performance reports, and financial documents through our secure online portal
- Copies of your Wills, Powers of Attorney, Tax Returns and any other important documents you would like at your fingertips stored securely in your very own private document storage area.
- and more.......
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