JLA Investment Management

Overview

JLA Investment Management is a small, equity-focused advisory practice serving individual and family clients. Operating as a sole proprietorship, the firm provides portfolio management for individuals and small businesses under a percentage-of-AUM fee model. Investment activity centers on direct, discretionary management with a clear tilt toward exchange-traded equities and ETFs as the primary vehicles for client exposure. The firm also uses mutual funds for select exposures and allocates to digital currency through third-party managers, indicating a willingness to include higher-volatility alternatives alongside traditional equity holdings. JLA is not positioned as a capital allocator or pension consultant and does not present itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices