THE JAFFEE FINANCIAL GROUP, INC.

Overview

The Jaffee Financial Group, Inc. operates as an independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small businesses. The firm charges fees on a percentage-of-assets basis and offers hourly consulting arrangements, signaling a hybrid advisory model that supports ongoing portfolio oversight as well as project-based planning work. Their client mix includes individual and family clients alongside institutional relationships, and the firm reports that all reported assets are managed on a discretionary basis. Investment activity is concentrated in publicly available pooled vehicles rather than active stock-picking at scale. The firm leans on mutual funds and other public fund structures for core equity and fixed-income exposure, and supplements those holdings with third-party alternative managers in real estate. The Jaffee Financial Group also uses annuity products where appropriate for income or insurance-driven solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices