How does the advisor help clients – Key Takeaways:
JACOBS LEVY EQUITY MANAGEMENT is a leading financial firm that specializes in providing top-notch investment management and financial planning services to its clients. With over 30 years of experience in the industry, the team at JACOBS LEVY EQUITY MANAGEMENT has established a reputation for being a trusted financial expert that assists clients in achieving their financial goals.
Facts and Insights:
JACOBS LEVY EQUITY MANAGEMENT has a proven track record of delivering exceptional results for its clients. As of January 2021, the firm has over $18 billion in assets under management, which is a testament to their success and expertise in the financial market. In addition, the firm has a team of over 40 highly experienced advisors who work tirelessly to provide personalized financial solutions to their clients. JACOBS LEVY EQUITY MANAGEMENT has been in business since 1986, and their years of experience have allowed them to gain a deep understanding of the market and develop effective investment strategies for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| As of January 2021 | Firm Name | Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|---|---|
| X | JACOBS LEVY EQUITY MANAGEMENT | $18 billion | 40+ | Over 30 years |
Financial Services Offered:
At JACOBS LEVY EQUITY MANAGEMENT, clients can expect to receive a comprehensive range of financial services, including investment management, financial planning, and retirement planning. The firm takes a holistic approach to managing their clients’ portfolios, considering various factors such as risk tolerance, investment objectives, and time horizon to create tailored solutions that align with each client’s unique needs and goals.
Client Types:
JACOBS LEVY EQUITY MANAGEMENT caters to a diverse range of clients, including high-net-worth individuals, corporations, pension plans, and other institutional investors. The firm understands that each client has different financial needs and goals, and they strive to provide personalized solutions that address their specific requirements.
Fees & Compensation:
As a fiduciary, JACOBS LEVY EQUITY MANAGEMENT is committed to acting in the best interest of their clients at all times. The firm’s fee structure is transparent, and they do not charge commissions or hidden fees. Instead, they earn a fee based on a percentage of the assets they manage for each client. This aligns their interests with their clients and ensures that their recommendations are always in their clients’ best interests.
Background:
JACOBS LEVY EQUITY MANAGEMENT was founded in 1986 by three veterans in the field of finance and investment management, Bruce Jacobs, Ken Levy, and Leonard Cohen. Their combined expertise and vision have led the firm to become one of the most successful financial institutions in the industry. The firm has continued to grow and expand its client base while maintaining its commitment to delivering exceptional services and results.
Financial Advisor Disclosures to Know:
JACOBS LEVY EQUITY MANAGEMENT takes pride in practicing full transparency with their clients. As a registered investment advisor with the Securities and Exchange Commission (SEC), the firm is obligated to disclose any potential conflicts of interest or material information that may impact their clients’ decision-making process. This ensures that clients have all the necessary information to make informed decisions about their financial future.