Chart Your Course! in as little as 15 minutes!

Welcome to JQR Capital!

My business card says Chief Investment Officer, but you can think of me as your sailboat captain. As your sailboat captain, my only role is to bring you safely to your own private island. On your own private island is your dream car, boat, house, college, retirement, legacy - or whatever you need to live your best life. Please climb aboard!

Millenials

Like Dave love how our premium digital experience helps them understand their entire financial life on their secure mobile device at any time of day (or night).

Environmentalists

Like Mike make an impact as we align their environmental, social, and governance (ESG) values using our socially responsible investing (SRI) process.

Super Women

Like Lydia love how our diverse, equitable, and inclusive (DEI) culture enables everyone to find their bearings, choose their speed, and chart their course!

Meet With Us!

71% of Women would be unable to meet their basic expenses if they were out of work for an extended period of time.

30% of Generation Y (born between 1981 and 1996) face at least a moderate impact from student loans.

40% of Generation X (born between 1965 and 1980) are stressed out about saving for retirement.

Source: PwC 9th Annual Employee Financial Wellness Survey (May 2020).

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Financial Wellness Quiz

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