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About Jackson, Grant

Jackson, Grant Investment Advisers, Inc. provides personal portfolio management services to a select high net worth clientele (minimum $5 million).  Founded more than 25 years ago, we are regulated by the U.S. Securities and Exchange Commission.  We function as "investment counsel," a type of fiduciary firm that customizes portfolios for clients. 

We believe our clients want:  

  • To benefit from expertise dedicated to their present and future needs, desires, and potential
  • To avoid heroic efforts to beat the market
  • To organize all of their investment activity into a goal-oriented program to accomplish specific family-focused objectives
  • And above all else, to be heard, appreciated, and understood  

To reflect our organizational approach and the strategic and tactical nature of our mission, we named the firm after Stonewall Jackson, the tactical hero of the South, and Ulysses S. Grant, the strategic victor of the North.   

Please ask for a copy of our Form ADV for more information.  You can also link to it at the SEC website by clicking here.