Jacobi Capital Management, LLC, a Registered Investment Adviser Employee Directory
Financial ServicesPennsylvania, United States11-50 Employees
Jacobi Capital Management, LLC is a registered investment adviser operating in the financial services sector. Based in Pittston, Pennsylvania, the firm provides independent investment advice and customized investment management services to a diverse client base that includes individuals (including high net worth individuals), partnerships, corporations, non-profit organizations, pensions and retirement plans, trusts, and estates. The approach integrates behavioral economics, psychology, finance, engineering, and sociology to help clients envision financial goals, anticipate potential obstacles, and implement solutions within retirement, estate, and business succession planning contexts. As a fiduciary, the firm commits to offering the same level of guidance and education to its clients as it would to its own family, emphasizing a principled, client-first stance. Recent activity in its investment strategy involves allocating to various asset classes and funds, reflecting ongoing engagement in asset management for its clients.
1-888-653-2347 
support@leadiq.com 
