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42 West Campbell Avenue Third Floor Campbell, CA 95008

408.288.5111
info@jyac.com
JYAC

Investment Planning

Putting Your Money to Work for You

Investment management is a big part of what we do at our firm and is about much more than just picking stocks. Your investments should reflect your own personal risk tolerance, goals, and timelines. We serve as fiduciaries and educate you on everything you need to know to make sound financial decisions. 

Our comprehensive investment management services include:

  • A principled defined investment management process
  • Risk management
  • Retirement planning
  • 401(k)/403(b)/SEP/Simple IRA accounts
  • Retirement income strategies
  • Inherited IRAs
  • UTMA/UGMA
  • Stock option strategies
  • Donor advised funds
  • Real estate holdings review
  • Appreciated Stock Gifts
  • Annuity analysis
  • Traditional/Roth IRAs

We create professionally managed, customized investment portfolios based on your needs. All of our recommendations are made in your best interest and serve as your investment consultants for life. Contact us today to get started building your customized investment portfolio. 

Client Education 

Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
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Global vs. International: What’s the Difference?

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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