about us
Journey Capital Advisers, LLC (JCA) is an independent employee owned investment management firm which specializes in tailored investment strategies and services for institutional, family office and high net worth investors. We provide fixed income, equity, and total portfolio strategies to our clients across the country. With over 24 years of institutional experience, previously managing aggregate assets in excess of $20 billion, we employ a unique investment process to deliver personalized strategies which maximize portfolio efficiency while maintaining a strict focus on investment risks and our clients' objectives.
INTEGRITY
Integrity is the cornerstone of our firm, born from institutional experience, discipline, and expertise, where we discovered that putting the investor first offers the best outcome for all.
CULTURE
The culture of our firm permeates every aspect of our business. With integrity and collaboration we create a culture of commitment to our clients and our process that culminates in more predictable outcomes.
COLLABORATION
Active collaboration between our clients and partners is the keystone of our service. It enables us to clearly understand and change with our clients' evolving objectives and concerns, allowing us to offer optimal bespoke portfolio outcomes and oversight.
Your financial journey begins with a trusted partner delivering reliable tailored investment strategies, resulting in comprehensive, client-first portfolio outcomes.
EXPERTISE
We believe the financial services industry contains several inefficiencies with regard to asset management which can be improved upon through our services, strategies and expertise as institutional managers.
The Artistic Application of Financial Science
Our Team
Jonathan Shiffer
Chief Executive Officer
Chief Investment Officer
Mr. Shiffer serves as Chief Executive Officer, Chief Investment Officer, and Managing Partner, leading Journey Capital’s equity and multi asset class portfolio management division. Prior to founding JCA in 2016, Mr. Shiffer was Head of Portfolio Management / Portfolio Manager with Curian Capital LLC, a third-party asset management platform with assets in excess of $21 billion. As Head of Portfolio Management, Mr. Shiffer supervised the portfolio management, research, and trading staff; as Portfolio Manager, he was a member of the investment committee where he was responsible for security selection, portfolio construction, and monitoring of proprietary funds, strategies and fund-of-fund businesses. Previously, Mr. Shiffer was Chief Investment Officer of a multi-billion dollar institutional investment management firm in Dallas, TX. As CIO, his responsibilities included day-to-day management of the flagship strategy and leading the Investment Committee, investment research, quantitative, and portfolio operations teams. Mr. Shiffer holds a Bachelor of Science in Business and a Master of Business Administration from the University of Texas at Dallas, with additional studies towards a PhD. With almost 20 years of experience in managing for direct investment and asset allocation funds, he is an expert in capital management.
Integrity • Culture • Collaboration
contact Us
Call Us
1-866-917-1328
Locations
Denver Metro: 10051 Oak Leaf Way Suite 101
Littleton, CO 80129
Jonathan.Shiffer@Journey-Capital.com
There are no warranties implied.
Journey Capital Advisers is a registered investment adviser located in Littleton Colorado and is registered in Colorado, Texas, and Illinois. Offering fee-only investment management strategies without being influenced by commissioned sales products. Journey Capital Advisers may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Journey Capital Advisers’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Journey Capital Advisers’ web site on the Internet should not be construed by any consumer and/or prospective client as Journey Capital Advisers’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Journey Capital Advisers with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Journey Capital Advisers, please contact the state securities regulators for those states in which Journey Capital Advisers maintains a registration filing. A copy of Journey Capital Advisers’ current written disclosure statement discussing Journey Capital Advisers’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Journey Capital Advisers upon written request. Journey Capital Advisers does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Journey Capital Advisers’ web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Advice can only be rendered after all of the following conditions are met:
1. Delivery of our Form ADV Part 2A Disclosure to you.
2. Execution of an Investment Advisory and/or Financial Planning agreement between you and us.
The accuracy of the information is not guaranteed and is provided with the understanding that we are not rendering legal, accounting, tax, or other professional services. If legal advice or other expert assistance is required, the services of a competent professional should be sought. All references that might be made to an investment or portfolio's performance are based on historical data and one should not assume that this performance will continue in the future. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Investments involve risk and do not guarantee that investments will appreciate, and; (ii) past performance is not indicative of future results.