ornamentWelcome to French Broad Global Investors

French Broad Global Investors, an independent investment firm for high net worth investors

Providing Our Clients with Exceptional Services:

  • Global Expertise: managing partner and Chartered Financial Analyst Dan Jacobs selected stocks and managed $3.4 billion in mutual funds and institutional accounts at Franklin-Templeton Mutual Fund Group for over 10 years
  • Personal Attention: You'll receive personal attention from managing partner Dan Jacobs to your portfolio based on your unique needs.
  • Answers When You Want Them: Just pick up the phone, email us, or meet face-to-face.
  • An Independent Viewpoint: You avoid biases of large investment firms
  • Safety: You alone have access to your money and all personal accounts are housed at Charles Schwab
  • Learn more about Registered Indenpendent Advisors RIA Stands for You