Registered Investment Adviser
Client Focused • Results Driven

A disciplined portfolio approach,
for every market cycle.

Juth Investment Advisory builds, trades, and monitors portfolios with a hands-on approach to long-term wealth management.

How we build your portfolio
No two portfolios
are built alike.

Each account is allocated individually to a client's goals, time horizon, and risk tolerance. The building blocks stay consistent — the mix is always yours.

Strategic equity core
Long-term stock & ETF holdings
Selective options overlay
Where suitable — used for leverage or hedging
Buying Power
Utilizing cash — stability, income, and liquidity
Our approach

Long-term conviction.
Active management.

Juth Investment Advisory combines strategic long-term portfolio construction with opportunistic entry + exit trade strategy, based on market conditions.

Founder-led
2 Managing Partners
Direct access to the people responsible for the investment decisions.
Independent custody
IBKR
Client assets are held at Interactive Brokers, a global custody and brokerage platform with $870B+ in reported client equity.
Portfolio approach
Core + Overlay
Long-term holdings paired with selective options strategies where suitable.
Market approach
Offense + Defense
Built to pursue long-term growth while actively seeking downside opportunities.
What we do

First we plan.
Then we manage.

Step 01

Financial planning foundation.

Before we invest, we help organize the full picture: your accounts, goals, time horizon, cash needs, tax considerations, and risk tolerance.

  • Retirement income and withdrawal planning
  • Account review across taxable, IRA, Roth, and rollover assets
  • Risk tolerance and investment objective review
  • Roth conversion and tax-aware strategy discussion
  • Beneficiary, estate, and liquidity considerations
  • Coordination with your CPA, attorney, or other professionals when appropriate
Complimentary planning review
No separate planning fee for prospective portfolio management clients.
Step 02

Custom portfolio management.

Once the plan is clear, we manage the portfolio directly. Juth Investment Advisory builds custom allocations using long-term holdings, disciplined risk management, and selective options strategies where suitable.

  • Custom portfolio construction across taxable and retirement accounts
  • Long-term ETF and individual stock holdings where appropriate
  • Selective options strategies for income, hedging, or risk management
  • Ongoing monitoring, rebalancing, and tactical adjustments
  • Held at Interactive Brokers as independent custodian
  • Direct founder oversight of portfolio decisions
Annual advisory fee
2.00%of assets under management
Billed monthly in arrears. No sales loads or performance fees.
Investment philosophy

Two commitments
that don't change.

Long horizons. Active perspective.

We work with clients over market cycles, balancing durable portfolio construction with thoughtful action when compelling opportunities arise.

Fiduciary alignment.

Our firm is built around fiduciary standards, transparent documentation, and state-registered advisory practices designed to support clear, informed client relationships.

A one-hour introduction

Begin with a conversation.
There is no charge to talk.

Or send a question by email