JKG Capital LLC (JKG) is a Registered Investment Adviser (RIA) based in Westport, Connecticut. The firm is led by James K. Gilchrest, CMT, who serves as the Managing Principal. As an RIA, JKG is committed to upholding the fiduciary standard, which means that the firm always puts its clients' interests first.
At JKG, we act as a Personal CFO, providing financial advisory, capital management, and advice. We have proprietary investment programs that we use to create custom strategies for our clients. Our expertise, strategies, and high-touch service set us apart from other investment advisers.
Reasons to Choose JKG
If you are looking for an investment adviser who will act as your Personal CFO, look no further than JKG. Here are some reasons why you should choose us:
- Fiduciary Standard: As an RIA, JKG is held to the fiduciary standard, which means that we are required to act in the best interests of our clients at all times. We take this responsibility seriously and are committed to providing unbiased and objective advice.
- Custom Solutions: We understand that every client is unique, which is why we offer custom solutions tailored to each client's specific needs and goals.
- Proprietary Strategies: We have proprietary investment programs that we use to create custom strategies for our clients. These programs are based on rigorous research and analysis and are designed to deliver consistent long-term results.
- No Investment Required Fees: We believe that our fees should be aligned with our clients' performance. That's why we do not require any upfront investment fees. Instead, we charge a percentage of assets under management (AUM), which means that our fees increase only if our clients' assets grow.
Services Offered by JKG
At JKG, we offer a range of services designed to help our clients achieve their financial goals. Here are some of the services we offer:
- Financial Planning: Our team includes Certified Financial Planner (CFP) professionals who can help you create a comprehensive financial plan. We'll work with you to identify your goals, assess your risk tolerance, and develop a plan to help you achieve your financial objectives.
- Capital Management: We provide capital management services designed to help you grow and protect your wealth. We'll work with you to develop a custom investment strategy that takes into account your risk tolerance, time horizon, and goals.
- Investment Advice: We provide investment advice designed to help you make informed decisions about your portfolio. We'll work with you to identify potential investment opportunities, assess their risks and rewards, and make recommendations based on your goals and risk tolerance.
- Proprietary Investment Programs: We have proprietary investment programs that we use to create custom strategies for our clients. These programs are based on rigorous research and analysis and are designed to deliver consistent long-term results.
- High-Touch Service: We believe that our clients deserve the highest level of service, which is why we offer high-touch service. We'll work closely with you to understand your needs and provide personalized guidance and support.
Disclaimer
This website is for informational purposes only and is not an offer or solicitation for the sale or purchase of any investments, products, or securities. Please consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites. Past performance is not necessarily indicative of future results.

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