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Building your personal wealth requires thoughtful analysis and an insightful investing strategy. At Jacobs Investment Management, clients benefit from the experience and methods of a large investment company while enjoying the personalized attention that can only come from working with a small boutique firm.
Philosophy
The core investment philosophy is based on a set of fundamental concepts called QVM -- Quality, intrinsic Value and Management. QVM leads to the identification and purchase of high quality, well-managed companies that trade at a discount to their true worth. It is what sets Jacobs Investment Management apart from other money managers and brokers.
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Bill Jacobs, president, founded Jacobs Investment Management after spending thirteen years with Chicago-based Harris Associates and its Oakmark Funds. As a partner in the firm, he was a research analyst supporting over $45 billion in domestic assets and a portfolio manager for high net worth clients. Bill holds a BSE degree from the Wharton School of the University of Pennsylvania and an MM degree from Northwestern?s Kellogg Graduate School of Management.
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