About Us....

AJFS is a private wealth management firm.  We specialize in helping businesses and high net worth families. 

We are known for developing long term, trusting relationships with our clients.  Our relationships are built on trust, honesty, transparency, performance and accountability.

There are three main types of clients we serve:  

Businesses
Business owners, CEO’s, and CFO’s generally engage us to act as their unbiased “Corporate Investment Officer”.  In these situations we will create, execute and manage the investment strategy for their surplus cash and short term securities holdings.  We develop high yielding, low risk strategies that primarily provide safety of capital, yield, capital gains, and maximum liquidity.

We also help develop financial efficiencies within the business.  Some of the areas we cover include: tax structures; cost efficiencies within their group benefit plans; and the commercial banking relationship.

Families
High net worth families engage us to act as their “Family Investment Officer”.   Generally these families are referred to us, or we are invited to manage their private estates because of their prior experience with us as Corporate Investment Officer for their companies.  In this role of FIO we provide a highly personalized wealth management service.  As with our business clients we will create, execute and manage the investment strategy for their wealth.  We develop high yielding, low risk strategies that primarily provide safety of capital, yield, capital gains, and maximum liquidity.

In addition we provide both execution and management services for their risk management and insurance needs, tax and estate needs, as well as their banking relationship.

Special Situations
On occasion we will meet people with exceptional talent or people with an exceptional idea.  In most cases these clients do not have the level of wealth needed to work with private wealth firms.  For these individuals we will offer our services and expertise.

In some cases we manage their wealth, and help them better structure their affairs.  In addition we also help them maximize their careers by utilizing our network.  For those who have an exceptional idea we help them through the process of sourcing capital partners, as well as guiding them through the commercial aspect of their business, which always includes the wealth strategy.

If you would like to learn more about our firm, services, and performance track record please contact our office to schedule a preliminary discovery meeting.