top of page

AdvisORY Services

J. Pappas Investments provides investment management services to our clients. In connection with our investment management services, J. Pappas Investments provides advice with respect to a broad range of asset classes, including, but not limited to, equities (common stocks and equivalents), mutual funds and exchange traded funds, U.S. treasuries, bonds, municipal securities and certificates of deposit. Our advice is generally limited to these types ofinvestments, but we reserve the right to advise or not advise our clients on certain investments should we deem it appropriate based on their particular circumstances.  

meeting background

Click here for more information

bottom of page