Our Refreshed Website!
We are excited to announce the launch of Jacobi Capital Management’s newly designed website at www.jacobicapital.com! When we started the project we had big ideas, from updating company messaging to helping users easily navigate content. Our goal with this new and refreshed site is to provide visitors with an easier way to learn about Jacobi Capital’s insights, services and team.
We hope you enjoy the new site and find it easy to navigate. Read below for more information on where you might find valuable information on the site!
The homepage serves as a launch pad for the information you will find throughout the website. It’s here that you can view a quick video on what your journey will look like as one of our clients. From this page, you can also access our blog and learn a bit about our namesake, Carl Gustav Jacobi.
What We Do
This page highlights the value we bring to the lives of our clients. We take our roles as trusted advisors seriously, and dedicate our time to create plans specific to each individual client. Whether clients approach us with specific investment needs or seeking a full financial plan, our advisors help them to create a path to a secure financial future.
Who We Help
We work with various types of clients to provide the excellence they have come to expect from our firm. By entrusting us with their financial future, our clients know that we hold ourselves to the highest standards and continue to serve them in ways which are relevant to their distinctive needs.
This part of the website is entirely for you and was designed based on what we have heard from clients over the years. Wouldn’t it be easy to have one place to go for account login links and information on frequently asked questions? This page gives you that convenience!
You can start by clicking on “Client Experience” for a launch pad to take you to the Media Center, Client Logins and our Research Tools. You can also find tips on this page to better use the tools available to you as a client. The Media Center is broken down into financial planning categories that might be of interest to you. Client Logins will take you to your online account or to the Jacobi Wealth Dashboard login page. Research Tools will highlight what we use each day for investment management and financial planning for our clients.
The website highlights what we consider the most important elements of our firm, including community giving. Every employee at Jacobi Capital is involved with different charitable organizations and focused on giving through time and other allocated resources. If you want to see what we’re up to next, check out this page for highlights throughout the year.
Follow us on Twitter @jacobicapital, Facebook, and LinkedIn. You can access all of our social media pages from the links on footer of the website. We constantly update this content with helpful information, articles, blogs, announcements and more!
We know this site has been a long time in the making, but we hope it gives you all the information you need. If you would like to share your feedback about your experience with the new site, please send us an e-mail!