Juth Investment Advisory

Juth Investment Advisory LLC provides comprehensive financial planning and discretionary investment management to individual clients and small businesses, delivering services through custodial accounts at Interactive Brokers. The firm’s offerings include retirement and wealth-accumulation planning, tax-efficiency and insurance analysis, and management of individual brokerage accounts and IRAs.

The firm follows a hybrid asset-management approach that blends strategic and tactical allocation with periodic rebalancing, using both fundamental and technical analysis to evaluate equities, option contracts, ETFs, fixed income, and limited cryptocurrency exposure. Accounts are managed on a discretionary basis, portfolios are tailored to clients’ goals and investment restrictions, and formal account reviews occur at least quarterly with ad-hoc monitoring as needed.

Distinctively, despite being founded in 2025 and managing a relatively modest amount of discretionary assets (approximately $508,294 as of the brochure date), the firm reports serving an unusually broad set of institutional client types — including sovereign wealth funds, banking or thrift institutions, state or municipal governments, insurance companies, and other investment advisers — a client mix that is uncommon for firms of this size. The brochure also highlights operational details such as exclusive custody and execution through Interactive Brokers and the use of Zoho CRM and Zoho Sign for onboarding, along with documented proxy‑voting and trade‑error procedures.