Partner Types


Preferred Plus

Jacobi Strategies

Jacobi’s modeling system incorporates inputs like cash flows and client-driven objectives to construct custom, risk-calibrated portfolios for every client.

Family offices, foundations, endowments and RIAs use Jacobi’s platform to construct private investment models within multi-asset portfolios, all built from verified Addepar data. Models built with Jacobi can be stress-tested, assessed for risk, rebalanced, and analyzed with a blend of historical performance along with future projections. Instead of simply analyzing what a client owns today, Jacobi makes the investment and research process forward-looking to answer what a client should optimally invest in to achieve their objectives.