480-575-7688 | email@example.com
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.
Founder & Principle Advisor
– JR Snell
In this first step, we spend about 30 minutes on the phone getting to know each other. During this time you will learn what we do, how we do it, and who we do it for. We’ll also have the opportunity to see if you would be a good fit for our firm (it’s okay if you’re not; we can still help point you in the right direction). By the way, there are no obligations or high-speed sales speak during this call (or any calls with us for that matter).
If we determine you are a good fit for our firm, you will be invited to participate in a series of calls where we take the time to find out who you are, what you stand for, and who you want to be. We use this information to create a financial plan tailored to your unique situation. The length of this process varies and depends on the complexity of your financial situation, but it usually takes about four separate calls.
This step is on us; you can relax! We use this time to put together your financial plan. We like to think of our guidance as a business plan for your life. As such, we never etch our plans in stone…life is too dynamic for that. 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.
Okay, this is the really fun part! Now that you have a plan, it’s time for you to put it into action and we’ll be here to help you do it!
The best part is, we don’t charge you anything to develop this plan and there are no obligations of any kind.
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.