Business Details
10 Years
experience
Trusted Investment Advisory Services in Westport, CT
JKG Capital is a registered investment advisory firm based in Westport, Connecticut, dedicated to providing expert financial guidance and capital management solutions. Led by James K. Gilchrest, a Chartered Market Technician with decades of industry experience, we specialize in creating customized investment strategies tailored to individual and family office needs. Our proprietary trading systems and analytical frameworks enable us to develop all-weather investment approaches designed to perform across market cycles. As fiduciaries, we maintain the highest ethical standards, adhering to both SEC regulations and the CFA Institute's Code of Ethics. Our comprehensive services include portfolio management, estate planning, market analysis, and financial website platforms that provide clients with real-time visibility into their financial positions.We combine cutting-edge technology with personalized service, coordinating with external professionals like attorneys and accountants to address complex client needs. Our fee structure aligns with client outcomes, reflecting our commitment to performance-driven results. With partnerships spanning leading financial institutions and technology providers, we deliver sophisticated solutions backed by rigorous research and technical expertise. Our team's dedication to continuous professional development ensures clients benefit from the latest advancements in investment methodology. By maintaining transparent communication and prioritizing client interests above all else, we've built lasting relationships founded on trust and measurable results.
Services
Financial Advisory
Portfolio Management
Estate Planning
Proprietary Strategies
Market Analysis
Financial Planning
Details
- Year established: 2016
Highlights and features
- We operate under a fiduciary standard requiring us to act in clients' best interests
- Our proprietary investment programs are designed for varying market environments
- Fee structure directly aligns with client investment performance outcomes
- Led by a Chartered Market Technician with specialized technical analysis expertise
- We coordinate with external professionals to provide comprehensive financial solutions
Associations and certifications
- Registered Investment Adviser (RIA)
- CFA Institute Code of Ethics
Services
Financial Advisory
Our financial advisory services provide personalized investment guidance through proprietary trading systems and technical analysis. We develop customized strategies considering macroeconomic factors and client-specific objectives. Our fiduciary responsibility ensures all recommendations prioritize client interests while leveraging advanced analytical tools and market insights.
Portfolio Management
We implement comprehensive portfolio management solutions using separately managed account programs. Our approach includes ongoing strategy evaluation, investment allocation, and adjustments based on market conditions. Clients receive access to proprietary programs like JKG Diversified, designed for long-term performance across varying economic environments.
Estate Planning
Our estate planning services combine trust and will creation with strategic wealth transfer solutions. We coordinate with external legal professionals to develop customized plans that align with client values and financial objectives. The process ensures smooth asset distribution while addressing tax efficiency and legacy goals.
Proprietary Strategies
We develop proprietary investment strategies including the JKG Diversified program, designed for all-weather market performance. These solutions offer income-focused, growth-oriented, or blended approaches that can be integrated into broader portfolio allocations or implemented as standalone investments.
Financial Planning
Our financial planning services create holistic strategies considering clients' complete financial profiles. Through personalized websites, clients access real-time financial tracking while we develop comprehensive plans addressing retirement goals, tax strategies, and multi-generational wealth management needs.
People
James K. Gilchrest
Managing Principal | Client Adviser
James K. Gilchrest, CMT, leads JKG Capital as Managing Principal and Client Adviser. With extensive experience in technical analysis and investment strategy, he develops proprietary trading systems and oversees client portfolio management. His expertise ensures clients receive sophisticated, research-driven financial solutions.
Questions
What investment services does JKG Capital offer?
We provide financial advisory, portfolio management, estate planning, proprietary investment strategies, and comprehensive financial planning services tailored to individual and family office needs.
Are you legally required to act in my best interest?
Yes, as a Registered Investment Adviser, we operate under a fiduciary standard requiring us to prioritize client interests above all else in all investment recommendations.
How do your proprietary investment strategies work?
Our proprietary strategies like JKG Diversified use technical analysis and market research to create all-weather investment approaches designed for long-term performance across different economic conditions.
What makes JKG Capital different from other advisors?
We combine fiduciary responsibility with proprietary trading systems, performance-aligned fees, and personalized service led by a Chartered Market Technician with specialized technical analysis expertise.
