At JATAJ Wealth Management we help clients achieve investment success by blending both the Science of Investing and the Art of Living.
Experience has shown us that investment success occurs when great investment strategies are employed in such a way that they are aligned with your values and goals.
Great investment strategies require a combination of both art and science.
The art part is derived from getting to know you — what’s important to you in life, what you want your money to do for you, what your goals and dreams are. We specialize in helping people live fulfilling and prosperous lives.
The science part comes from knowing that ongoing academic research will provide us with answers on how to put together investment portfolios that have the highest chance for investment success.
We don’t rely on opinions as to which investments will do better than others.
We rely on science — academic research that has resulted in brilliant people winning Nobel Prizes for their exhaustive study of markets and investment performance.
We are proud to say we have been approved to use Dimensional Fund Advisors (DFA) Funds for our client portfolios. We offer both traditional and socially responsible investment strategies.
The blending of the Science of Investing and the Art of Living gives us the best possible opportunity for your investment success.
If you wish to learn more or get any questions you may have answered, sign up for a complimentary one-hour “Live the Life You Were Meant To Live” consultation by filling out the form in the upper right-hand corner.