JLP INVESTMENTS

Overview

JLP Investments is an independent RIA that serves individual and family clients with a mix of fee arrangements (percentage of AUM, hourly and fixed fees). The firm acts as a capital allocator, blending direct portfolio management with selection of third‑party managers and pension consulting for smaller employers. Its advisory services include financial planning, discretionary and non‑discretionary portfolio management, and selection of outside advisers. JLP appears to favor exchange‑traded equities as the core public market exposure while layering in alternative strategies and insurance/wrapped solutions for income and diversification. The firm’s practice style is boutique in scale: it manages a modest asset base and uses outside custodians to hold client assets. JLP’s regulatory profile and business activities indicate it does not position itself as an active ESG investor and operates primarily within a single state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices