JPS Global Investments
JPS Global Investments
Whether saving for retirement, the next generation, or other life goals, we provide custom portfolios and actionable financial advice. As a fiduciary, fee-only investment advisor we fully commit our experience and professional passion in service of your goals. - Jan Schalkwijk, CFA®
Investment advisor to clients who wish to have their portfolios reflect their values and deliver on their financial goals. Serving clients in the San Francisco Bay Area (by appointment) and across the country using virtual services.
JPS Global Investments is a San Francisco Bay Area fee-only investment management firm serving clients locally (by appointment) and across the country using virtual services. JPS Global Investments specializes in impact investing and financial planning to help families, foundations, non-profits, and other investment advisors grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jan Schalkwijk is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jan Schalkwijk has over 20 years of experience in the investment industry and is the founder and senior portfolio manager of JPS Global Investments. From 2013–2017, Jan also served as a portfolio manager and partner of Africa Capital Group (ACG), where he co-managed the Africa Frontier Fund and was the director of impact investing. Prior to JPS and ACG, Jan was vice president of investment platforms at Franklin Templeton. Jan received a degree in Economics from Maastricht University in the Netherlands, his Bachelor of Science degree from Menlo College, and his Master of Business Administration from Santa Clara University. From 2013–2015 Jan was an adjunct professor at the University of Oregon, where he taught a class on Impact Investing in the undergraduate and MBA programs.
Jan currently resides in San Carlos, CA with his wife Kizzy and son Nicholas. In his spare time, Jan is an avid outdoorsman, snowboarder, traveler, and student of history.
Jan Schalkwijk is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
JPS Global Investments was founded in 2007 and is a Registered Investment Advisor located in San Carlos, CA. Our clients engage us for investment management and financial planning. We are an independent fee-only advisor and do not receive compensation for selling financial products. Our incentives align with our clients’ interests: to protect and grow their wealth and invest in alignment with their values.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Investment Management
- ESG / Impact / Socially Responsible Investing
- Tax Optimization
- Financial Planning
- Retirement Income Planning
- Employee Equity
- Charitable Giving / Legacy Planning
- Retirees and Near Retirees
- Global Families / Expats
- Tech Workers
- In-Person Meetings
- Virtual Meetings
- Transparent Fees
- Complimentary 30 Minute Consultation
Professional Designations & Affiliations
Jan Schalkwijk is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Jan Schalkwijk is a NAPFA Associate
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jan Schalkwijk is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
Jan Schalkwijk is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
Jan Schalkwijk is a Guest on XYPN Radio: "Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan Schalkwijk"
Jan Schalkwijk was a Featured Guest Discussing "Green Bonds" on the Investing Forward Podcast
Jan Schalkwijk is a Green America Featured Advisor
Jan Schalkwijk is a Member of Climate Solutions
Jan Schalkwijk is Mentioned on Alt Energy Stocks: "Ten Clean Energy Stocks for 2020"
Jan Schalkwijk Contributed to The Financial Planning Association's The Planner: "SRI Investing - The Details Matter"
Jan Schalkwijk is Quoted on Stride: "Stride VOH: Personal Financial Planning for the Business Owner"
Jan Schalkwijk Contributes to RIABIZ: "How do you handle oil companies, like BP?"
Jan Schalkwijk is Quoted on Green Tech Media: "First Solar and SunPower Lobby Shareholders to Sell 8point3 YieldCo"
Jan Schalkwijk Chaired the Event: "Commodities, Fossil Fuels, and Renewables – Bargains or Value Traps?" for the CFA Society of San Francisco
Jan Schalkwijk is Quoted on Renewable Energy World: "Solar REITs: A Better Way to Invest in Solar"
Jan Schalkwijk is Mentioned in the Portland Business Journal: "Investment world shifts toward sustainability — or does it?"
Jan Schalkwijk Contributed to Financial Advisor Magazine: "Investing Insights"
Jan Schalkwijk is Quoted in Financial Advisor Magazine: "Social Discretion Advised"
Jan Schalkwijk is Mentioned on The Corporate Social Responsibility Newswire: "JPS Global Investments Green Economy Fund Approved for Mission Markets Listing"
Jan Schalkwijk is Quoted on Nasdaq.com: "Social Discretion Advised"
Jan Schalkwijk Can Be Heard on The Common Good Podcast: "JAN SCHALKWIJK ON GREEN INVESTING"
Jan Schalkwijk is Featured on Ghana Financial Market: "Ghana Research Trip by Jan Schalkwijk, CFA ,Portfolio Manager, Africa Capital Group LLC"
Jan Schalkwijk is Quoted on Investing in Africa :"6 (More) Reasons to Invest in South Africa"
Jan Schalkwijk is Mentioned on African Business Central: "Africa Frontier Fund: Africa Capital Group launches Africa-focused investment fund"
Contact Jan Schalkwijk
1161 Cherry Street
San Carlos, CA 94070