Your Partner in Retirement Planning & Investment Management
For individuals, Families, & Small Businesses
9M Investments is a fee-only registered investment adviser based in Grapevine, Texas. We are committed to providing our clients with the highest quality of investment and retirement planning advice. Our plans are built to protect assets, minimize taxes, and the efficient transfer to the next generation. We build customized plans for each client based on their goals. Working together to make sure they enjoy their retirement.
What Do Clients Say?
I've been very pleased with your responsiveness and your "can do" approach to our financial relationship.
Always on top of things.
Jacob is a hands on expert and has helped my money grow and given me sound financial guidance for years. I appreciate his commitment to my financial goals and strategies. I highly recommend his services.
Extremely professional and very easy to talk to. Jacob knows his industry inside and out and has expertly managed my finances, always concerned with ensuring MY goals are met.
Honest and upfront! Standup guy! Always has time to discuss any issues or question. Very patient and speaks in plain English for those of us that don’t speak finance.
Why 9M Investments?
We Are There For You Year-Round
Experts in helping investors to lower taxes, invest smarter, and maximize income.
We enjoy crafting custom solutions centered on the goals and life circumstances of both you and your family.
Investment Case Study
Protection of assets is core to what we do for clients. In this case study we are highlighting the use of a structured note focused on growth. This was a structured note we used with a new client that came aboard in October 2022. In this case study our new client had suffered losses through most of 2022 and could not stomach any more. But they also knew that they didn't want to miss any upside as the markets recovered. So this is how we were able to accomplish both of the goals of downside protection and upside opportunity. Visit our blog for a more detailed breakdown HERE!
Goals: Protection & Upside
- 100% Protected structured growth note. No downside risk.
- 15.1% Call premium at 1-year. Taking advantage of market volatility.
- 1:1 Upside participation. When markets rebound, no caps or limits.
Providing Diligent Support
To Identify the Right Next Steps for Your Family
You've worked hard to build your nest egg, and you deserve to feel confident that it's in good hands. We are here to protect your assets, minimize taxes, and the efficient transfer to the next generation. We'll work closely with you to develop a customized investment plan that meets all three goals. We'll keep you informed of our progress and make adjustments to your plan as needed. Together, we will secure your financial future.