Jadwin Asset Management LLC is a private and independently owned partnership based in Greenwich, CT. Their primary mission is to serve high net worth individuals and families by providing integrated wealth management services. With a focus on preserving and growing wealth for the long term, they invest in a diversified portfolio of high-quality securities and offer a high level of individualized service.
Founded by John Knox, who brings extensive experience from his previous roles at Bessemer Trust, J P Morgan, and First Republic Investment Management, Jadwin Asset Management LLC is committed to delivering customized solutions to meet the unique needs of their clients. Their approach includes a conservative high-quality orientation, active management with a tax-efficient overlay, and complete transparency with an independent custodian. They invest in stocks, bonds, mutual funds, and ETFs, while avoiding derivatives and esoteric securities.
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