Bill Jacobs's Contact Details

Bill Jacobs's Company Details

Jacobs Investment Management

Nashville, Tennessee, United States • 4 Employees
Investment Management

Building your personal wealth requires thoughtful analysis and an insightful investing strategy. At Jacobs Investment Management, clients benefit from the experience and methods of a large investment company while enjoying the personalized attention that can only come from working with a small boutique firm. Jacobs Investment Management provides investment advisory services, managing portfolios for high net worth individuals and trusts. Assets are managed with an emphasis on preserving capital and after-tax total return. Research is performed in-house, with stock selection dictated by a disciplined, value-oriented style.The firm also provides financial planning services, addressing issues such as insurance, retirement planning, estate planning and, of course, investments.