Jackson Thornton Asset Management LLC helps you navigate through uncertainty, managing risk, maximizing opportunity and maintaining focus.  Your investment management team, providing independent and objective advice, will help you evaluate your financial situation and establish realistic goals.  We’ll meet with you, upon request, on a regular basis to analyze your portfolio’s progress and consider any changes that may be necessary.

An Investment Policy Statement documents your investment objectives to keep you on track for long-term success.

With access to institutional asset class mutual funds, we help you choose funds that are cost-effective, tax-efficient and asset-class specific. An independent and nationally recognized financial institution serves as custodian of your funds and securities. You remain in control of your assets at all times and you have daily Internet access to your account activity.

We understand the connection between risk and strategy, and as Certified Public Accountants, we also pay attention to elements that can be controlled, including investment costs and taxes.  We can’t predict the future of financial markets, but we can assure you of our long-term commitment to helping you reach your goals.