Consulting Services
Jakob Fugger strives to be a full-service investment advisory firm and a trusted long-term partner with every one of its clients. Through our in-house finance specialists and our affiliated consulting network, we work individually with each of our clients to develop wealth management plans and portfolio investment strategies that reflect a client’s short-term goals and his or her long-term legacy.
In all cases, we create novel solutions and give our clients access to a complete slate of financial management services that address all parts of a client’s financial life. We deliver all of our services with full transparency and disclosure of all known and potential risks. Our proprietary research and development technology, artificial intelligence systems, and data analytic capabilities give us the ability to identify investment opportunities quickly, regardless of market conditions or volatility.
We are committed to retaining our status as a private independent investment advisory firm. Our advisors have absolute freedom to develop strategies and make recommendations that are untainted by influence from a corporate parent.
Clients that rely on us for wealth advisory and consulting services will always receive the benefit of:
Through our specialized debt origination and administration Jakob Fugger is a leading provider of liquidity solutions that enable clients to leverage the cash value of their portfolio assets through collateralized nonrecourse stock loans, securities lending, stock repurchase transactions, and bulk sales. These and other strategies that we can recommend give a client near-immediate access to cash for business or personal use and with no use-of-funds restrictions.
