INMAN JAGER WEALTH MANAGEMENT, LLC

Overview

Inman Jager Wealth Management, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses, with select institutional work. The firm charges both a percentage of assets under management and hourly fees, and provides pension consulting services in addition to ongoing discretionary investment management. Equity exposure is the central allocation focus: exchange-traded equities are the most used asset type and make up the largest single slice of the firm’s invested assets. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser. Inman Jager appears to use a mix of separately managed accounts and pooled vehicles to implement client portfolios. The firm’s practice emphasizes liquid public market allocations for core equity exposure while supplementing portfolios with third-party alternative managers where appropriate, supporting long-term growth and diversification objectives for high-net-worth and institutional clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices