The Jeter Reich Group believes in the Golden Rule. We treat our clients as we would want to be treated, first developing a foundation of mutual respect and understanding, then working together towards the shared goal of helping our clients realize the success they’ve worked so hard to achieve.
Headquartered in Atlanta, Georgia, we are a Father/Daughter team dedicated to serving the complex needs of our clients’ families and businesses. To best serve your family, we support the needs of the eldest grandparents to the youngest children and anticipate the needs of future generations to come. We are dedicated to educating everyone in the family, making sure all members fully understand our recommended strategies and are comfortable with the path forward.
For our institutional investor clients, we offer differentiated investment opportunities only available to clients of Rockefeller, an unparalleled expertise in Sustainable Investing, and access to a rich history of philanthropic investing and foundation management.
While our immediate team resides in the metro Atlanta area, our capabilities enable us to service clients across the entire continent including residence of the Caribbean and the US Virgin Islands.
As such, The Jeter Reich Group is perfectly aligned with the mission of Rockefeller Capital Management. With the strength and flexibility of the Rockefeller platform, we are able to serve our clients in a nimble and creative yet robust and distinguished manner, leveraging the unparalleled resources available to meet all of our clients’ wealth-related needs.
It would be our pleasure to serve you.
Please contact us to schedule an introduction with The Jeter Reich Group.
THE JETER REICH GROUP
Atlanta, GA 30326
“We value each client as an extension of our family. Our process is simple: Listen intently then deliver thoughtful solutions utilizing legendary resources uniquely developed by the Rockefeller family.”
Ed Jeter, Private Wealth Advisor
The Jeter Reich Group believes in the Golden Rule. We treat our clients as we would want to be treated, first developing a foundation of mutual respect and understanding, then working together towards the shared goal of helping our clients realize the life they’ve always dreamed of.
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Customized Investment Strategy Design
We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.
Portfolio Management & Optimization
We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.
Investment, Tax, & Legal Advisor Coordination
We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.
We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.
Cash Management, Optimization, & Access
We handle all cash activity and cash equivalents including loans, banking products, and mortgages.
Ongoing Monitoring & Performance Analytics
We provide you with a high level of transparency through advanced analytics and regular meetings with our team.
- Financial Accounting & Bookkeeping
- Trust & Estate Planning
- Tax Efficient Planning & Preparation
- Family Legacy & Governance Advisory
- Bill payment
- Philanthropic advisory
- Human Resources Services
- Cash flow and liquidity planning
- Next Gen Financial Education
Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.
Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.
Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.
- Differentiated, independent advice for entrepreneurs and business owners
- Execution across private and public companies owned or operated by our clients
- Mergers, acquisitions, divestitures, capital raises
- Real estate advisory
- Sports franchise advisory
Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.Equity Strategies
- We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
- We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.
Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.
• A total security solution tailored to each client and location, assessing their needs and goals.
Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.