JC&COMPANY

Overview

Jc&Company is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients and institutional relationships, charging clients a percentage-of-AUM fee. Its advisory scope combines traditional wealth management — financial planning and portfolio management for individuals and small businesses — with pension consulting and educational workshops. Investment activity centers on pooled public funds and separately managed account strategies for core portfolios, while the firm also directs client capital into alternative strategies through third‑party managers. Jc&Company is not structured as a capital allocator in the institutional sense, and it does not position itself as an active ESG investor. Because it also operates as a real estate broker and insurance broker and lists accounting and law services among its business activities, the firm appears geared to coordinate investment, insurance and real asset needs for clients rather than to run large in‑house alternative platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices