Business Details
19 Years
experience
Your Trusted Partner for Financial Advisory Services in San Carlos
Founded in 2007, JPS Global Investments is a fee-only investment advisory firm with a fiduciary duty to prioritize client interests. Our expertise lies in crafting customized investment strategies that align with individual values, including ESG (Environmental, Social, and Governance) and impact investing. We specialize in serving individuals, families, foundations, and institutional clients across Silicon Valley, California, and nationwide, with a focus on retirement planning, tax optimization, and employee stock option management.Our team combines over two decades of investment experience with a commitment to sustainable finance, leveraging partnerships with accountants, lawyers, and financial professionals to optimize client outcomes. We operate with transparency, offering both comprehensive financial planning and hourly consulting services tailored to unique client needs.
Services
Investment Management
ESG Investing
Retirement Planning
Tax Optimization
Employee Stock Plans
Details
- Year established: 2007
Highlights and features
- We are a fiduciary firm with a 17-year track record of prioritizing client interests.
- Our ESG and impact investing strategies align portfolios with client values.
- We offer customized financial planning for complex needs like stock options and international retirement.
- Our team includes CFA charterholders with expertise in sustainable finance.
- We serve clients nationwide and abroad, including foundations and institutional partners.
Associations and certifications
- Registered Investment Adviser (RIA)
Services
Investment Management
We design customized investment portfolios based on client goals, risk tolerance, and values. Our strategies incorporate diversification, rebalancing, and ESG principles while targeting competitive returns. Clients benefit from ongoing portfolio management and regular performance reviews.
Fossil Fuel Free Portfolios
These portfolios exclude fossil fuel industries and focus on sectors like renewable energy and resource efficiency. We optimize asset allocation across US Large Cap, International Equity, and Emerging Markets to align with client values without compromising financial objectives.
Green Economy Strategy
This strategy targets companies in renewable energy, water management, and pollution control. We prioritize financially stable firms driving innovation in sustainability, aiming to deliver long-term growth while addressing global ecological challenges like resource scarcity.
Financial Planning
Our financial planning process creates actionable roadmaps for clients, covering retirement, tax strategies, and major life events. We emphasize simplicity and adaptability, ensuring plans remain relevant through changing personal and economic conditions.
Impact Investing
We help clients invest in companies addressing social and environmental challenges, from poverty reduction to climate action. Portfolios are tailored to individual priorities using frameworks like the UN Sustainable Development Goals while maintaining focus on risk-adjusted returns.
People
Jan Schalkwijk
Founder & Portfolio Manager
Jan founded JPS Global Investments in 2007 after a decade in traditional finance. He has over 20 years of experience in investment management and impact investing, previously teaching at the University of Oregon and working at Franklin Templeton. He holds a Master of Business Administration and is a CFA charterholder.
Tom Konrad
Research Analyst
Tom is a CFA charterholder with a PhD in mathematics, specializing in clean energy stocks. He has written extensively on sustainable investing for publications like Forbes and The Guardian. He chairs Marbletown's Environmental Conservation Commission and brings analytical rigor to our investment research.
Questions
What services does JPS Global Investments offer?
We provide investment management, ESG/impact investing, retirement planning, tax optimization, and financial consulting for individuals and institutions.
How does JPS align investments with client values?
We tailor portfolios to exclude unwanted industries and prioritize sectors like renewable energy, using frameworks like the UN Sustainable Development Goals.
Who are JPS's typical clients?
We serve individuals, families, foundations, non-profits, and investment advisors seeking values-aligned wealth management solutions.
What makes JPS's investment strategies unique?
Our strategies combine fossil fuel-free portfolios, green economy focus, and global impact investing with risk-adjusted return objectives.
Is JPS Global Investments a fiduciary?
Yes, we operate as a fiduciary, legally obligated to act in our clients' best financial interests at all times.
