JADE & COWRY LLC

Overview

Jade & Cowry LLC is an independent registered investment adviser serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and educational workshops. The firm charges a combination of a percentage of assets under management, hourly fees and fixed fees, which lets it tailor engagements from ongoing discretionary portfolio oversight to hourly planning work or project-based advice. Investment-wise, the firm builds most client portfolios around collective vehicles — primarily public mutual funds — and layers in alternative managers where suitable. Jade & Cowry takes an active ESG posture, which influences manager selection and fund choices across taxable and retirement accounts. Portfolio construction appears focused on diversified multi-asset exposures delivered through pooled funds, with supplemental allocations to hedge funds and real estate strategies for clients who can tolerate lower liquidity and longer time horizons.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices