Description

JQR Capital Management, LLC is registered as an investment advisor in the State of Connecticut. They serve individual investors and business owners who want to accelerate their progress in saving for retirement and paying for college. Their time-tested and highly-disciplined process is well-suited to investors who value taking calculated risks in reaching for their uniquely ambitious goals.

 

JQR’s mission is to maximize the likelihood that their clients will realize their lifetime dreams. They measure their success by tracking the progress for each of their clients as they implement plans in transforming their future. JQR’s fee-only service model ensures that their business interests are completely aligned with those dynamic client goals.

 

The JQR Capital process includes the following steps:

 

  1. Organize your accounts
  2. Prioritize your goals
  3. Build your budget
  4. Gauge your risk
  5. Allocate your assets
  6. Select your securities
  7. Report your performance

James Q. Rice, CFA, is the founding member and Chief Investment Officer at JQR Capital. His previous professional roles include Financial Advisor at Edward Jones, Director of Research at Nanking Road Capital Management, Quantitative Analyst at Quantitative Investment Insights, and Equity Analyst at Alpha Equity Management. Prior to transitioning into investment management, Jamie was an engineer working for the US Navy and General Dynamics Electric Boat Division. He holds two US patents relating to undersea vehicle technology through the US Navy.

 

Mr. Rice earned an MBA from Tuck School of Business at Dartmouth, an MS from Massachusetts Institute of Technology (MIT), and a BS from Webb Institute of Naval Architecture. He has passed the FINRA Series 7, Series 66, and Series 65 exams. Jamie earned the right to use the CFA designation. He enjoys skiing, sailing, running, hiking, and biking with his family in and around Granby, CT.

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