What We Do For You at Jonathan Smith & Co, Investment Counsel

What We Do

Financial Advisory Services: Jonathan Smith & Co. is a practice of experienced professionals specializing in multigenerational wealth management. Whether you are thinking about educating your children or grandchildren, a mid-life career change, retirement, or a general plan to build wealth, we can help you. We provide customized solutions, built around a deep understanding of your situation and goals.
Integrated Asset Management: At Jsco we provide not only quality portfolio construction and performance for our clients; we integrate their portfolios with their life situations. Each portfolio is custom built in-house by our portfolio managers. The firm is not a manager of managers except for special situations where we employ certain mutual funds to meet client goals.
Customized Financial Consulting: We are available to advise clients on a wide range of financial solutions including personal budgeting, office budgeting, business transitioning, family meetings, and other consulting. These services are usually provided by special arrangement.