Asset Management

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You have a complex portfolio of assets. We help you manage your assets effectively. Here at Jarus & Co., your financial advancement is our priority. It’s our duty as your business advisor and CPA to empower your financial portfolio. Let us manage your assets, so that you can rest assured that you’re earning the most profit from your investments.

Jarus & Co. Asset Management

In short, your best interests are our best interests. We strive to save you costs while maximizing your profits. That fact remains true with our asset management services as it does with the rest of our financial planning services. We can advise and oversee asset transactions, including investing, maintaining accounts, and selling securities. It’s our goal to earn you the greatest sum return from the entirety of your investments. We can work with you to formulate an investment plan that’s tailored to your desires, your funds, and the timeline that makes sense for your financial stance. We’ll discuss the diversity of your portfolio, the amount of risk that you’re willing to take with your investments, and the long-term returns that you can expect to earn.

The Jarus & Co. Difference

We provide asset management for folks throughout Orange County. Ryan Jarus, owner and operator of Jarus & Co., brings unique experience and skill to the table. As a CPA, Ryan began his career at PricewaterhouseCoopers working mostly with real estate taxation. Thereafter, Ryan operated as COO of a manufacturing company. Now, Ryan provides tax, accounting, and business advisory services for business owners and professionals in the Orange County area. After opening Jarus & Co. in 2012, Ryan has aided numerous businesses in growth and expansion. Ryan holds a Series 65 securities license allowing him to act as an investment advisor. His unique background serves as a powerful tool for asset management and investment advisement. Asset management is an industry where experience counts. With Jarus & Co. you’ll empower your portfolio, that means safe investments and great returns. Learn more at Jarus Wealth Advisors LLC.