Jacobi Capital Management provides independent investment advice and proprietary investment management services to individuals (including high net worth individuals), partnerships, corporations, non-profit organizations, pensions and retirement plans, trusts, and estates. Our mission is to help you achieve and maintain a better financial future by following The Jacobi Methodâ„¢. First, we help you to envision your financial goals and imagine yourself at the finish line. Then, we help you think backwards through a maze of problems, mistakes and pitfalls which might prevent you from reaching that finish line. After this inverted perspective comes into focus, we like to say, "Now, you're ready to begin." As a Registered Investment Adviser, we always act as a fiduciary with the golden rule encompassing the philosophy and foundation of our business. We actively seek to deliver you the same advice, investment management and education that we deliver to ourselves and our own families. Within our investment management business, we employ a multi-disciplinary approach rooted in behavioral economics, psychology, finance, engineering and sociology. And we can provide you with customized financial planning and solutions within the areas of retirement planning, estate planning and business succession.
View Top Employees from Jacobi Capital Management, LLC, a Registered Investment AdviserWebsite | http://www.jacobicapital.com |
Revenue | $8 million |
Employees | 13 (12 on RocketReach) |
Founded | 2008 |
Address | 154 Enterprise Way, Pittston, Pennsylvania 18640, US |
Phone | (610) 722-5948 |
Fax | (610) 722-5894 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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The Jacobi Capital Management, LLC, a Registered Investment Adviser annual revenue was $8 million in 2024.
Michael Hirthler is the President and Chief Investment Officer of Jacobi Capital Management, LLC, a Registered Investment Adviser.
12 people are employed at Jacobi Capital Management, LLC, a Registered Investment Adviser.
Jacobi Capital Management, LLC, a Registered Investment Adviser is based in Pittston, Pennsylvania.
The NAICS codes for Jacobi Capital Management, LLC, a Registered Investment Adviser are [5239, 52393, 523, 52].
The SIC codes for Jacobi Capital Management, LLC, a Registered Investment Adviser are [628, 62].