JRW Investments

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Tomorrow: 9:00 am - 6:00 pm

(877) 579-1031Call Visit WebsiteVisit Website Map & DirectionsDirections1055 E Colorado Blvd Ste 310Pasadena, CA 91106 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 6:00 pm

Places Near Pasadena with Investment Advisory Service

Alhambra (6 miles)
San Gabriel (6 miles)
Arcadia (9 miles)
Rosemead (9 miles)
Monterey Park (9 miles)
Glendale (12 miles)
Monrovia (12 miles)
El Monte (13 miles)
South El Monte (13 miles)
Los Angeles (15 miles)

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Email

Extra Phones

Phone: (626) 564-1031

Phone: (626) 696-2910

Location

Corporate Center Pasadena

AKA

JRW Investments Inc

JRW Realty

Other Links

http://www.jrwrealtyinc.com

https://www.jrw.com

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Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Management, Investments, Mutual Funds, Real Estate Agents, Stock & Bond Brokers

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Details

Phone: (877) 579-1031

Address: 1055 E Colorado Blvd Ste 310, Pasadena, CA 91106

Website: http://www.jrwrealtyinc.com

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JRW Investments

Tax Deferral
Access our exclusive library of investment and tax resources designed to help investors successfully navigate 1031 investments, other tax deferral strategies, and real estate investing.
Capital Gains Taxes
Due to the prevailing federal and state capital gains tax environment, the grantor was seeking an investment solution that would allow the sale of low tax basis concentrated investment property exposure that provided limited income and a substantial systematic and idiosyncratic market risk in favor of an investment consistent with established "balanced" investment policy. Joshua and his team proposed an IRC 1031 exchange with diversified replacement property backed by investment grade credit lessees in a Delaware Statutory Trust legal structure. Joshua conducts independent and objective quantitative and fundamental research on many NNN investments, which have BBB or better rated fixed income like characteristics, and boils down prospective candidates that offer the greatest projected risk/reward tradeoff.

Mutual Funds
Joshua, Warren and the diligent, and competent associates at JRW have provided essential and unique investment solutions to best meet the wishes and preferences for our family. The revocable trust has the investment objective of providing a "balance between capital appreciation and current income with stability of principal". As with many private client investors, tax constraints are a material limitation given low basis real estate, common stock, and other legacy holdings. As a former HNW bank trust portfolio manager, many such fiduciaries prefer to offer "industry standard" and tax-damaging homogeneous fixes such as in-house mutual funds or turnover prone model-based equity portfolios, just like putting a square peg into a round hole.
Bonds
Wealth Management

Annuities
For the past 30 years, as a small business owner, my husband and I were able to contribute considerably within our own retirement accounts. However, as busy workaholics, we had to be dependent on the advice given to us, by various "Financial Planners". After many disappointing factors, from money put into High Cost Limited Partnerships, Annuities, Mutual Funds, Stocks & Bonds we realized that we could not trust and solely rely upon the self-interested advice of others to manage and be responsible for OUR long-term best interests. The past three year relationship with the most trusted advisory firm that we have ever encountered has been absolutely amazing..." I would say that the primary reason for the developed trust in the JRW firm, is the honesty, integrity and knowledge on behalf of their entire research and development team, the principles involved, and the efficient staff. For the first time in our investment history, I feel like we are working with a team that truly cares about protection and growth of our assets, as well as our personal well-being. That is a huge factor!!!!
Asset Management
Risks associated with investing in Real Estate include, but are not limited to, the following: cash distributions are not guaranteed; real estate is illiquid; risks associated with owning, managing, operating and leasing commercial real estate property; conflicts of interest among the asset management, the property manager and associates; the possibility that the property may be overleveraged; tax risks; interest rate risks; economic risks; risks of terrorism; environmental risks; liability risks; zoning, city ordinance, and or legal compliance risks; title and escrow risks; flood risks; fire risks; credit risks; and risks of obsolescence.

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