Our Mission

Why Janiczek May Be the Right Advisor for You 

We offer a full range of investment, retirement, and wealth management services to financially successful people with investable assets of $1 million or more. We believe success is gained by mastering the principles of financial strength, durability, and efficiency. We also believe that a good client-advisor relationship is built on loyalty, honesty, and trust. In short, we help you invest and manage your wealth and integrity.

Integrity of Relationship

We’ve chosen to be a fiduciary, fee-only, full-disclosure, and full-breadth advisor. As a fiduciary, we are legally bound to give you advice that is in your best interest. Moreover, we have no divided loyalties, no hidden agendas, and no limited specialty hindering our approach.

Integrity of Process

To gain optimal results, you need optimal processes. For nearly 25 years, we have honed our processes into the systems, structures, support, and disciplines needed to master wealth. Read Investing from a Position of Strength by our founder Joseph J. Janiczek, to learn how these four pillars of financial strength can assist you.

Integrity of Portfolio

A portfolio with integrity is continually aligned in all key respects. It matches your goals and situation. It adapts to the changes in the investment climate. It reflects sound investment practices, such as prudent diversification and cost efficiency.

To ensure you have a portfolio with integrity, we provide world-class research, innovative trading tools, and advanced portfolio monitoring. Our proprietary 3D Fusion Approach™ helps to keep your portfolio aligned to your own changing circumstances and to technical and fundamental shifts in market conditions.

We would be honored to serve as your advisor. Our no-obligation introductory consultation can hlep you decide if our approach appeals to you.