We are an independent asset management firm specializing in
portfolio management for individuals.
Unlike many asset management or wealth management firms, we have extensive experience investing directly in stocks rather than mutual funds. We customize our clients' accounts based on their individual needs, never using a standardized approach.
Additionally, we have world class experience investing on a global basis.
Chartered Financial Analyst, Dan Jacobs - formerly Executive Vice President of Templeton Investment Counsel and President of Jacobs Asset Management - is the main principal of our firm. While at Templeton Dan managed the Templeton Smaller Companies Growth Fund, the Templeton Variable Annuity Funds, and institutional accounts.
With offices conveniently located on Pack Square in downtown Asheville, French Broad Global Investors offers global asset management expertise and a local presence. French Broad Global Investor's equity portfolio management experience is unparalleled in the area.
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