Jacobs Investment Management
Bill Jacobs is the founder and owner of Jacobs Investment Management, LLC, and is responsible for the security analysis, selection, and portfolio management of the firm's separately managed accounts. The firm was founded in 2006 and currently serves high net worth individuals. The firm’s concentrated value composite will have a 5-year track record by late 2011, so the firm will begin soliciting institutional clients as well. Prior to founding Jacobs Investment Management, Bill was a partner at Harris Associates in Chicago (adviser to the Oakmark Funds). He left Harris in 2006 to move back with his family to his hometown of Nashville, TN. Bill received a B.S.E. in Finance and Accounting from the University of Pennsylvania ...More and an MBA from the Kellogg Graduate School of Management. He is also a CFA charterholder.
- Description: Registered investment advisor. Trading frequency: Infrequent
- Interests: Bonds, Stocks - long
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