480-575-7688 | info@jrscm.com

JR Snell Capital Management

Independence. Objectivity. Performance.

Our value is in our process.

what we do.

What would you do if money were no objecT?

Somewhere between the answer to that question and your current reality is where we want to take you.

We provide life cycle guidance and tactical investment management strategies to executives and self-employed professionals. Most of our clients are on the west coast, but we work with clients throughout the United States. We are 100% virtual and conduct business by phone and video conferencing. This means that we are available to help you whenever and wherever you are without the need to drive to our office.

JR Snell Capital Management is a fiercely independent investment management firm formed to assist each individual with their own unique set of planning and investment challenges. Our fierce independence means that we have no allegiance to any broker, insuring that we are never obligated to recommend anything because “headquarters” says that we should. We do not accept commissions in any way, shape or form, which guarantees that we never have a hidden sales agenda.

JRSCM is made up of myself (Jeffrey R Snell) and a small collection of advisor representatives. As the founder and ringleader of this circus, the company’s mission is naturally centered around the passion that I have for the markets and my personal beliefs about investment philosophy. It is for this reason that “due-diligence” about myself and JR Snell Capital Management, LLC are pretty much one and the same.

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Our Team

Jeff R. Snell

Roger Weller

Mike Thomas

Jennifer Jonak

"At the end of the day, it’s your money, your future, and your sanity. And it’s all just too important to put on autopilot."

-J.R. Snell

Choose your own path

Our value is in our process.

We begin every client relationship by taking the time to get to know each other. Mutual trust is a cornerstone of this process. We like to find out who you are, what you stand for, and who you want to be. Once that happens we will create a financial plan tailored to your unique situation.

We never etch our financial plans in stone. Life is too dynamic for that. We like to think of our guidance as a business plan for your life. It will tell you how to get started, give you steps to follow along the way, but will allow for course corrections and revisions as your life changes. The best part is, we don't charge you anything to develop this plan and there are no obligations of any kind.

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