A house divided cannot stand. Nevertheless, most financial investment houses try to do exactly that. They serve more than one master. We serve only our clients. Our interests and the interests of our clients are one. Serving clients in this undivided way is at the heart of our founding.
JanMarek Management in 1996 with a mission of stewardship: creating investment solutions that serve the best interests of clients, as a fiduciary.
The conviction to serve others and create a client-centric firm originated to establish one of the first fee-only investment consulting firms in this region. More than ever, Wall Street firms and insurance providers are encumbered by conflicts of interest and commission-based incentives.
JanMarek Management is recognized as a leader in consulting to retirement plans, nonprofits, and families. In the last 28 years, our number of clients has grown organically because of the caliber of services and solutions we provide.
At JanMarek Management, we have been thoroughly evaluated by many of the largest employers and nonprofit organizations in the country. Their rigorous due diligence process results in expansive reports that outline the JanMarek Management approach, depth, access, philosophies, and company culture. They find a firm with undivided dedication to our clients and consequently we consistently win the business of institutional investors.
Read About Our Mission & ValuesOur partners serve our clients. We work as a true team, not as individuals with limited capacity or interest.
We have no conflicts from commission structures, product incentives, product alliances, or shareholders.
We provide consistent advice from our investment committee based on 20 years of average investment experience. We give advice based on a disciplined investment process, not a single person’s prediction or perspective.
We are invested in your mission, whether that mission is building a better retirement plan for your employees, furthering the mission of your nonprofit, or safeguarding the assets of our families, family offices, and individuals.
Guided by our mission of stewardship, our motto is Making Retirement Work. We steadfastly seek to improve retirement outcomes and reduce fiduciary risk for employers, all executed with uncommon service.
Learn More
Innovest is an innovator and a true community partner in serving our clients. Guided by a mission of steadfast stewardship, our motto is Invested in Your Mission.
Learn More
Conflicts of interest run rampant on Wall Street. Trust cannot be built on self-serving behavior. We are different.
Learn MoreJanMarek Management is honored to have received numerous awards, both locally and nationally, for our investment consulting services as well as being a great place to work.
