Cape Girardeau, MO Office
Investment Advisor Representative: KEB Assset Management, LLC
Partner: Kerber, Eck & Braeckel LLP
Jim has more than 35 years of experience providing audit and income tax planning for closely held entities and their stockholders. Jim also has sixteen years of experience in managing assets of high net worth individuals and pension plans. Jim earned his degree in accounting at Southeast Missouri State University.
Jim is a Certified Public Accountant (CPA) and a Investment Advisor Representative. As an advisor, he is interested in building a relationship, not just adding an account. Jim’s goal is to develop a focused long-term investment strategy for his clients that enable them to maintain and protect their wealth and ultimately reach their financial and personal goals. The investment philosophy that Jim recommends is based on the Modern Portfolio Theory, focusing on proper asset allocation and using a passive investment approach. By utilizing “institution only” asset class mutual funds, KEB Asset Management is able to implement proven investment strategies that are not usually accessible to individual investors.