SEC Registered Investment Advisor and fiduciary firm Jackson Square Capital launches
Jackson Square Capital has launched under the leadership of Founder & Managing Partner, Andrew Graham offering investment management and wealth advisory services. The San Francisco, California-based firm has over USD250 million in assets under management.
Graham has over 34 years of investment and wealth management industry experience and is a CFA charter holder. He founded Jackson Square Capital after 17 years as a Managing Director and Portfolio Manager at J.P. Morgan Securities, a wealth management division of JP Morgan, which he joined through its predecessors Bear Sterns' Private Client Services in 2002. Between 2000 and 2002, Graham served as a Senior Managing Director at Credit Suisse First Boston through their acquisition of Donaldson Lufkin and Jenrette, where he was a Senior Managing Director from 1988-2000. Graham began his career at Dean Witter in 1984. He will be joined at Jackson Square Capital by Client Associates, Joy Budnik and Michael Cordano, who were part of Graham's team at JP Morgan Securities.
"At Jackson Square Capital we take our fiduciary responsibilities very seriously and seek to become a trusted, transparent and reliable ally to our clients," says Graham. "As a privately-held RIA we now have the freedom and flexibility to offer our clients customised plans to safeguard their financial welfare."
Jackson Square Capital services ultra-high-net-worth families, family offices and corporate executives by providing tailored, high-touch investment management solutions that align with each client's evolving circumstances. The Jackson Square team advises their clients through experience, a commitment to continued learning and constant attention to markets. Graham brings an expertise in Corporate Executive Services, attracting clients who need an advisor that understands the regulatory challenges and risks involved with concentrated equity positions. The firm actively manages tax-efficient investment portfolios according to each client's unique needs and goals. Through in-depth client conversations the team develops and maintains customised plans to achieve client goals. Regular quarterly risk-adjusted performance reviews ensure transparency and tactical flexibility as clients track towards their goals. Jackson Square Capital also advises on estate planning, wealth transfer, retirement planning, tax minimisation and philanthropic strategies. Combining custom portfolio management services and exceptional operational services, the Jackson Square team are able to offer fully-customisable investment management and wealth advice that truly puts the interests of their clients first.
"The thorough due-diligence we conducted with the assistance of Joe Agresto an independent consultant while creating Jackson Square Capital led us to retain the consulting services of tru Independence," says Graham. "tru's experienced team of professionals has allowed us to confidently represent our client's interests and improve our fiduciary functionality. Their best-in-class services have given us the compliance and operational peace of mind to service our clients to the high standard required."