Jacobs & Company, LLC
About
Heritage
1976
Founded
San Francisco
Headquarters
Independently owned
Structure
SEC-registered fiduciary
Status
Established in 1976, Jacobs & Company is an SEC-registered investment adviser independently owned by its principals, headquartered in San Francisco. The firm manages assets for institutional, corporate, and individual clients.
As a fiduciary, we are obligated by law to act in our clients' best interests. All accounts are individually managed — no pooled funds or model portfolios. New client relationships come exclusively through referral.
Investment Approach
GARP
Investment style
Blue-chip equities
Focus
Charles Schwab & Co.
Custody
Low-turnover
Philosophy
Our investment style is growth at a reasonable price (GARP) — emphasizing high-quality, blue-chip equities with a focus on capital preservation. We manage equity-led and balanced portfolios based on your age, income, retirement goals, and risk tolerance.
Portfolio custody is held at Charles Schwab & Co. We execute trades on your behalf and provide consolidated reporting. Our low-turnover approach minimizes transaction costs and capital gains exposure.
Who We Serve
Institutional Clients
Pension funds, endowments, and foundations seeking disciplined, long-term portfolio management.
Corporate Entities
Businesses managing treasury assets or employee benefit portfolios with specific return and risk objectives.
Individual Investors
High-net-worth individuals and families. Minimum account size $2.5 million; accounts may be aggregated across a household.