Jarvis Global Investments LLC

Overview

Jarvis Global Investments LLC is an independent registered investment adviser focused on serving individuals and families with fee-based portfolio management and financial planning. The firm runs a concentrated public-funds–centric approach, allocating the bulk of client assets to mutual funds and other pooled vehicles while supplementing portfolios with selected alternative exposures. It charges clients on a percentage-of-assets basis and does not position itself as an active ESG investor or a multi-state pension consultant. Investment preference leans toward diversified mutual-fund sleeves that provide equity and fixed-income exposures appropriate for individual and small-business clients. Where the firm steps outside public funds, it targets real assets—real estate and commodity-linked strategies—and energy-related investments such as oil and gas allocations. Jarvis Global generally manages accounts on a discretionary basis, implementing model-driven allocations and third‑party fund selections rather than running large direct-equity benches.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices