Jarvis Global Investments is a family-owned and operated investment advisory firm based in Symmes Township, Ohio. With more than 38 years of investment advisory experience, the firm provides portfolio management tailored to each client’s needs and emphasizes its fiduciary commitment to put clients’ interests first. Its team includes Arthur Jarvis, President and Chief Investment Officer; Katelyn Jarvis, CFP®, Chief Compliance Officer and Director of Retirement Services; and Austin Jarvis, Vice President and Portfolio Manager.

The firm offers investment management and portfolio risk management, along with retirement planning and wealth accumulation services. Its additional offerings include 401(k) advice, college planning, charitable organization support, corporate cash management, and guidance for high-net-worth individuals. Jarvis Global aims to build lasting client relationships and contribute to its community by applying its financial experience to clients’ long-term goals. The firm also shares financial perspectives through its podcast and media features. Jarvis Global Investments, LLC is a registered investment adviser; advisory services are available only in states where the firm is qualified to provide them.