Jacobs|Broel Asset Management, LLC is an independent asset management firm founded in 2011 as a Registered Investment Advisor. We provide disciplined security selection combined with dedicated, professional portfolio management. Our approach provides clients with individual account management using a value-contrarian investment philosophy which seeks to achieve above-average capital growth over a typical market cycle, while remaining mindful of downside risk.
We focus on publicly traded securities which have been identified as undervalued, attractive investment opportunities through ethical and unbiased bottoms-up fundamental research. Communication and transparency around our individual security selection is the cornerstone of our process which we believe provides the client with a more successful investment experience, particularly in volatile markets.