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SERVICES

401k Rollovers

IRA Accounts

Taxable Brokerage Accounts

Education Savings Accounts & 529 Plans

Donor Advised Fund

Investment Portfolio Management

Asset Allocation Strategies

Portfolio Tax Planning

Inheritances, Bequests &

Charitable Giving

Financial Guidance and Portfolio Management

for Individual and Institutional Investors

Types of Investments: ETFs, Mutual Funds, Stocks, Bonds, and Closed End Funds

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Types of Portfolios: Low fee index fund portfolios, sustainability portfolios, performance driven portfolios,
retiree dividend/income portfolios

© 2016-2020 by CJW CAPITAL

CJW Capital, LLC is a registered investment advisor. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The principal risks of the investments and portfolios are disclosed in the publicly available Form ADV Part 2A. 

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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