Profiles
We work with clients of all shapes and sizes. Because of our focus on environmental, social, and governance (ESG) issues when aligning our clients money with their values, we tend to attract business owners, divorced women, and young professionals to our crew. JQR Capital is currently registered in the State Of Connecticut, but we can provide financial planning, investment management, and tax preparation services all over the US - and beyond. We hope to work with you to find your own private island.
Millennials
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!
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