Associate at Jurika, Mills & Keifer, LLC - San Francisco, California, United States
Jurika, Mills & Keifer is an independent investment advisory firm providing investment management and financial advisory services to a select group of individuals, families, foundations and institutions. Our offices are based in Oakland, California and we are registered with the SEC.Our advantage over traditional financial advisory firms lies in our extensive experience and expertise as investors. We maintain an active point of view about the world economies and financial markets and bring our wealth of knowledge, perspective and judgment in creating and managing client portfolios.Our principals have worked together for many years, with a perspective spanning four decades of economic and market cycles. At our prior firm, Jurika & Voyles, we oversaw over $7 billion in individual and institutional assets under management before it was purchased in 1997.Over the years, we have built a reputation for independent thinking, prudent and forward looking advice, and outstanding client service.We think for ourselves and are often willing to challenge conventional wisdom. In our experience, unconventional wisdom often leads to uncommon opportunity.