Our Firm

 

Jamestowne Investments, LLC is a boutique, fiduciary investment firm headquartered in Williamsburg, Virginia. With access to multiple investment product platforms and with world class research, we are able to offer clients a full service investment management relationship.    

We have been in the investment business and designated as a Certified Financial Manager and as Accredited Asset Management Specailists since 2003. Our team takes great pride in assisting individual investors, families, trusts, endowments, small businesses and corporations successfully achieve their financial goals. 

We have partnered with two of the industry's best and most respected organizations - Prospera Financial, LLC. and First Clearing, LLC.   

Through these partnerships, we are able to offer a wide range of financial products and services to investors of all size and experience levels. 

Please call us if you have any questions about our firm or the range of financial products and services we provide. A list of some of the products and services we provide are as follows:

 

Investment Services:

    Securities, ETF's, Bonds and Mutual Funds

    Institutional Execution

    Registered Investment Advisory

    Alternative Investments
 

Planning:

    Retirement

    Educational

    Financial / Income

    Estate

    Wealth Management
 

Risk Management:

    Life Insurance

    Annuities

    Long-term Care Insurance