At JefFinancialGroup, clients benefit from a holistic financial strategy that can enhance portfolios by 3 to 5%, as noted by Vanguard. The firm employs a multifaceted approach, including tax-efficient investing, strategic asset allocation, behavioral coaching, and effective retirement withdrawal plans. Jeff Kercorian, with over 30 years of experience in the finance sector, including roles at EF Hutton, Merrill Lynch, and Fidelity, brings a wealth of expertise. His career highlights include managing $1.8 billion in assets, securing a patent for a unique soft dollar process, and developing financial indices featured on Bloomberg and Reuters. Investment Philosophy: Time in the market, not timing the market. The results speak for themselves, with a focus on maximizing long-term asset growth and ensuring a secure retirement through smart, tailored investment strategies.Read moreEdit Team Profile
