Jura Investments, LLC

Jura Investments, LLC is a state‑registered, single‑advisor investment adviser led by Dr. Damon T. Gray that provides fee‑based, discretionary portfolio management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities; the firm ceased offering financial planning in 2025 and limits its services to investment advisory and portfolio management. The firm generally applies a cumulative minimum account threshold of $500,000, although the advisor may accept smaller accounts at his discretion.

The adviser follows a multifaceted asset allocation approach, implementing mutual funds, exchange‑traded funds, separately managed accounts and U.S. government securities and using both fundamental and technical analysis across long‑ and short‑term strategies, options and margin when appropriate. In addition to discretionary management, Jura provides pension consulting under the Pension Protection Act framework — including IPS assistance and quarterly monitoring reports — and runs free educational seminars on equity risk premiums, asset allocation and alternative/low‑correlated assets.

What is noteworthy relative to peers is that Jura, while operating as a solo independent advisor, offers institutional‑oriented services such as portfolio management for plans and formal pension consulting, as well as public educational workshops — services that are uncommon among independent firms. The firm manages a modest discretionary asset base (reported at $1,478,478 as of December 31, 2025) and is led by Dr. Gray, who holds CIMA® and AIF® designations and maintains academic appointments, which informs the firm’s consulting and educational emphasis.