Mission Statement:

"Preserve and Enhance Our Clients' Capital"

Jamison, Eaton & Wood, Inc. is an independent investment management firm which, since its
founding in 1972, has provided high quality, personalized investment services to individual investors, retirement plans, foundations, endowments, Taft-Hartley funds and corporate investors.  It is registered under the Investment Advisers Act of 1940.

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Jamison, Eaton & Wood effectively serves a broad range of clients who share a common investment goal – the consistent compounding of positive investment returns with emphasis on controlling risk through a disciplined and understandable process.

Through its people and careful attention to organization, the firm combines the flexibility

and sharp focus of a smaller, closely interacting investment group with the information

network, disciplines and controls normally associated with much larger institutions. 

Simplicity, shortened response time, common sense and a particularly open approach to communicating with clients are essential strengths in conducting the firm’s business.

Clients select Jamison, Eaton & Wood for:

Superior Client Service

• Commitment to understanding each client's unique situation & needs
• High ratio of professionals to clients
• Personal, one-to-one communications directly with the portfolio manager
• Frequency of responsiveness
• Separate accounts, individually managed

Investment Competence

• Performance through consistency
• Long-term growth and income

Solid Organization

• Depth of resources
• Teamwork, creativity, integrity
• Knowledgeable experienced professionals
• Attract, retain & motivate talented people

Consistent Process

• High quality
• Discipline and risk control

Personnel

Our investment professionals are assisted by an experienced support staff.  Research and portfolio management are integrated with individual managers assigned portfolio and research responsibilities.