
Investment advisory services are provided by Investment Advisor Representatives of Great American Advisors®, Inc., an SEC Registered Investment Advisor.
Jericho's advisory services enable the implementation of
fee-only,
fiduciary-level financial planning solutions. The financial plan acts as an assessment of our clients' financial situation and simultaneously as a roadmap to achieve our clients' financial goals given their particular risk tolerance.
Once a determination is made as to the financial goals of a client, a suitable
fee-based portfolio is constructed to facilitate these goals. Jericho is proud to provide
professional fiduciary asset allocation account portfolios from industry-leading third-party investment managers as well as advisor managed platforms for clients.