Equities Services

The independent equities services advisors in Jakob Fugger’s affiliate network combine traditional fundamental and technical analysis with proprietary state-of-the-art technology and artificial intelligence systems to recommend equity investments that serve both the strategic and tactical components of a client's portfolio. Their techniques help investors achieve a preferred balance of equity assets in the strategic and core components of a client's portfolio with the goal of maintaining portfolio value while adding value with new investment opportunities. Our advisors have developed reputations for delivering above-market returns and long-term growth. *

Consistent with Jakob Fugger’s core principles, our advisors regularly review and adjust equity portfolios to maintain performance and growth. They revise asset balances to account for changes in tax and economic conditions. In every client engagement, our advisors monitor equity markets for stresses and influences that can adversely affect a client's portfolio. Their detail-oriented approach and long-term commitment to client service create a favored environment for regular financial growth.

* As with all investment programs and opportunities, past performance is not a guarantee of future growth.

Jakob Fugger is a _________________ company. We are providing this and other information on a broad range of investment topics on this page for the benefit and edification of our actual and prospective clients. This information is not intended to be and should not be treated as legal, investment, accounting, or tax advice and is for informational purposes only. Individuals who access this Website should under no circumstances rely upon this information as a substitute for their own due diligence or for obtaining specific legal, accounting, or tax advice from their own professional advisors.

Nothing contained in or published on this Website is intended to be and individuals who access this Website should not construe anything herein as an offer, solicitation, or recommendation with respect to any investment transaction, product, or strategy. Past performance is no guarantee of future results. All material has been obtained from sources believed to be reliable, but its accuracy, completeness, and interpretation cannot be guaranteed.

Jakob Fugger operates strictly in accordance with the Securities Laws, Rules, and Regulations of the jurisdictions in which we conduct our business and operations. We do not offer all of the products and services referred to herein to all Users of this Website or in all jurisdictions from which a User may access this Website. We do not maintain licenses to provide specific financial products or services and we have elected not to pursue any licensing that would interfere with or unduly restrict our primary business of originating, funding, and administering private loans to accredited investors that have the knowledge, experience, and resources to understand the benefits and risks of those loans. Certain of the products and services referred to on this and other pages may be offered through our affiliated or independent contract third-party service providers. If and to the extent that we refer to or link to third parties that offer products or services that require licensing, the user who accesses such third-party links has the sole responsibility to verify the validity of those licenses and the third party’s authority to offer products and services thereunder.
4300 N 1st St, San Jose
95134, California
United States