Jovan, Ltd.

Overview

Jovan, Ltd. is an Ohio-registered limited liability company that operates as an independent capital allocator and adviser. The firm is owned by an individual and offers a mix of advisory services including financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting services, and the selection of other advisers. Jovan, Ltd. charges clients using both a percentage-of-assets model and fixed fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser. The firm’s industry affiliation is with accounting professionals, which suggests close coordination with tax or accounting advisors as part of its client service model. Its classification in the source data is unclassified, and the adviser is not newly formed.

Investments & Alternatives

Location & Offices