JR Snell Capital Management is is an Arizona-domiciled financial services firm who advises clients throughout the country, focused on the West and Southwest. We are registered investment advisors who act in a fiduciary capacity. Our firm CRD# is 117598 and you can check our registration and licensing history at the SEC Disclosure site.
Our expertise lies in these areas:
We coordinate with your tax, estate and insurance advisors, or can refer you to professionals in our network. We receive no referral fees.
As part of our investment management, we use online planning tools to give you a consolidated view of all your accounts, including ones we don’t manage, with projected values and cash-flow forecasts. Our focus is people within 10 years or so of retirement, or recently retired.
We monitor your accounts and review your projections and goals with you through our financial coaching, to help keep you on the “Glideslope to Retirement™”.
We have significant skill in the investment management space and you’ll have access to our expertise and relationships.
Our founder and managing member is Jeffrey R. Snell and how we work with clients is largely influenced by Mr. Snell’s personal financial services journey:
“You may be wondering how I got into this business and why I’m uniquely qualified to help you prepare for and manage retirement.
I started in this business during the week of the stock market crash of 1987. As a result of that downturn, many brokers exited the field, leaving me to inherit their clients—individuals who had suffered significant losses and were deeply affected by the experience. This early exposure revealed to me the profound impact that inadequate portfolio construction and insufficient risk management can have on people’s lives and financial security.
Ultimately, I went on to establish JR Snell Capital Management, LLC in 2001 amidst another market downturn. I made it our priority to focus on balanced investment management. The goal was to foster consistent, long-term growth while steadfastly avoiding the kinds of excessive risks I had witnessed in 1987 and was observing again in 2001.
When the 2008–2009 financial crisis hit, that focus on balanced risk management was put to the test.
However, I came to realize a critical oversight on my part: I had concentrated solely on investment portfolios, neglecting a comprehensive view of each client’s broader financial situation. Some clients, for instance, were heavily invested in real estate ventures such as land speculation, speculative building, or house flipping—activities that were prevalent at the time but proved highly vulnerable.
Because I hadn’t incorporated these external commitments into our risk discussions, the portfolios I had carefully managed became a reluctant source of liquidity, as clients attempted to support or salvage failing endeavors elsewhere.
Despite navigating the market’s volatility successfully, I felt I had fallen short by not addressing the full spectrum of potential threats to our clients’ financial well-being. This realization prompted me to transform our practice completely. We adopted a holistic framework that examines every aspect of a client’s financial life, ensuring we identify and mitigate all factors that could jeopardize your retirement vision—from market risks to external investments, debt, taxes, longevity, health concerns, and even the emotional transitions of this life stage.
This evolution has positioned our firm to provide the thorough, empathetic guidance that truly safeguards your future, drawing directly from these lessons learned over decades in the industry. We look forward to exploring how we can apply this to your situation.”
