A.W. Jones Private Advisors

Personalized Solutions Built Around Your Goals

For seven decades, we have worked with individuals, families, endowments and foundations to deliver services and solutions that help build, preserve and manage wealth.

We start with an understanding of your goals, risk tolerance, investment objectives, and financial responsibilities. Then, in collaboration with you, we make specific recommendations to help achieve your goals.

Through our open-architecture wealth advisory platform, we offer our clients unbiased customized investment advice, as well as account aggregation analysis and performance reporting services, designed to help clients maximize total risk-adjusted return across their entire portfolio.

We tailor investment recommendations to match the financial goals and needs of individuals, families, endowments and foundations. Every client’s situation is unique, so as your trusted advisor, we take the time to deeply understand our client’s goals and values, and then develop investment strategies to help achieve them.

Backed by a team of experienced professionals and renowned strategic relationships, our advisors have access to a broad range of financial solutions to assist you.

Investment Management

Fund of Funds and Portfolios of Emerging Managers

As the industry’s first hedge fund, for almost 70 years A.W. Jones has remained focused on achieving superior returns for our clients, with the lower market risk inherent in the Jones-Model strategy of hedged investing. Our mission is to protect and grow our client’s capital over time and across generations. Applying our proprietary process developed over many years, we strive to identify investment managers that meet our strict selection criteria and pair them with clients based on the client’s goals and objectives. We then construct diversified portfolios selecting investment managers who will deploy a variety of

investment strategies. Our approach to investing is guided by a set of core principles that are applied across the full breadth of our investment portfolio. Together they amount to a time-tested philosophy that has built lasting client relationships.

Our investment principles:
  • Focusing on capital preservation & accumulation
  • Balancing returns and risks
  • Taking a long-term perspective
  • Having discipline and patience