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Professional
Focus and Services
Jan Schalkwijk is the president
and founder of JPS Global Investments, a San Diego-based investment advisor,
focusing on sustainable investing. It is JPS Global’s belief that
one does not have to sacrifice return potential by adding environmental
and social criteria to the investment process. As a long-term investor,
JPS Global believes that companies with sustainable business practices
will ultimately outperform those that have unsustainable business models.
As such, sustainable investing has financial and environmental/societal
rewards, which are both paramount to our clients’ future.
Jan provides objective investment advice and portfolio management services.
The essence of the firm is to meet clients’ investment needs. Jan
invests clients assets in a manner that is consistent with their risk tolerance,
return objective, and personal values. He values giving personal service,
building trust, focusing on long-term goals, and committing to diligence.
Jan welcomes the opportunity to discuss your investment objectives and
working together on meeting those objectives. Such a consultation is free
of charge and obligation.Back
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Professional Affiliations
- Member, CFA Society
of San Diego
- Member, San Diego Chamber of Commerce
- Member, Social Investment Forum
- Member, Sierra Club, San
Diego Chapter
- Network Adviser, First Affirmative Financial Network,
LLC
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Education and Experience
Mr. Schalkwijk has over 10 years of experience in the investment industry
and was vice president of investment platforms at Franklin Templeton Investments,
prior to founding JPS Global Investments. Mr. Schalkwijk received his Bachelor
of Science degree from Menlo College and his Master of Business Administration
from Santa Clara University. He holds the Chartered Financial Analyst designation.
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Disclaimer
Jan Schalkwijk subscribes to a package of professional services offered
by First Affirmative. He is not an investment advisory representative
of First Affirmative. JPS Global Investments is not a Registered Investment
Advisor with the SEC.Back
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