Jobes Solo Investment Group


Jobes Solo Investment Group, LLC, is an independently registered investment advisory firm that is focused on retirement planning, estate planning and active investment management. We work with high net worth individuals, pension funds, trusts and corporations through:

  • Wealth Preservation - Protecting our clients' wealth is at the core of everything we do.
  • Wealth Transfer - Making sure your wealth ends up where you intended.
  • Wealth Enhancement - Delivering long term superior investment returns in up and down markets through active portfolio management with a strong focus on risk management.

We believe avoiding losses is more important than trying to beat the market in the short term. We focus on risk management over performance management through a proven investment strategy that removes the emotions from investment decisions leading to more successful results over time.  Most importantly, we believe in actively managing our clients' portfolios instead of handing them off to outside portfolio managers.


  • How do I protect my wealth from sudden loss?
  • Is my advisor working in conjunction with my tax and legal advisor to understand the big picture?
  • Is there an investment strategy that can perform well in up and down markets?
  • What does the current market environment mean to my retirement?  

If you have ever asked yourself any of these questions we encourage you to contact us to learn more about why we are so different than your typical financial advisor.