JJ Lloyd is an investment advisor that provides asset management and family office services to families and select institutional investors. JJ Lloyd combines the client-focused service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification.

JJ Lloyd’s professionals have dedicated their careers to wealth management and our Managing Directors, who average more than 30 years of wealth management experience, have advised their clients through the boom of bull markets and the gloom of bear markets. We are not swayed by market manias. We are only interested in seeing our clients’ assets invested in a manner consistent with their tolerance for risk.

JJ Lloyd currently advises on over $19 billion for a clientele comprised primarily of families, as well as endowments, foundations and other institutional investors. JJ Lloyd’s family office, advisory and investment capabilities are available to clients interested in investing substantial assets.

JJ Lloyd is free from the numerous conflicts of interest inherent to larger organizations. Our small size and collegial partnership culture—combined with the spirit, camaraderie and character of our organization—stand in sharp contrast to much of Wall Street and the financial services industry. We enjoy working with one another and with our clients. In many cases, the portfolio manager has worked with three or four generations of the same family. The quality, integrity and independence of our advice, coupled with our unwavering commitment to client service, sets us apart in a crowded field.

Our guiding principles

We will create, build and maintain an environment that encourages innovation and original thought, and apply this fresh thinking to the needs of our clients and firm.

We will attract, motivate and retain unusually talented and ambitious professionals who share a passion for the investment business and an antipathy for corporate bureaucracy and office politics.

We will conduct ourselves in all our dealings as highly ethical, responsible and competent professionals who always place our clients’ financial interests ahead of our own.

We will encourage and nurture an entrepreneurial, collegial and action-oriented business culture in which “fun” is inevitable and decisions are generally consensual.

Our client archetype

A typical JJ Lloyd client is one with significant financial assets, and in the case of families, often spread across multiple generations and among varying individual, retirement, trust, and estate planning vehicles. Clients come to JJ Lloyd seeking a partner in the management and organization of these assets. We have a history of successfully dealing with such issues as diversifying from concentrated stock holdings or privately held assets, investing family foundations and endowments; business succession planning; investing for retirement, and estate and tax planning.


JJ Lloyd strives to offer the most comprehensive, well-researched and conscientious advice to our clients at all times. As stated in our guiding principles, our team of talented professionals is equipped to deliver above and beyond expectations in the realm of wealth management and financial planning. From portfolio management and investment advisement to family office and estate services, JJ Lloyd is proud to offer expert guidance with an unparalleled level of client focus and dedication.


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