Inman Jager Wealth Management, LLC
INMAN JAGER WEALTH MANAGEMENT, LLC is a boutique Registered Investment Adviser (RIA) firm headquartered in Hattiesburg, Mississippi. Founded in 2011, the firm primarily serves individuals—including high-net-worth clients—as well as a small number of pension/profit sharing plans and charitable organizations. With an employee count of 2, they deliver fee-based financial planning, portfolio management, retirement planning, risk management, and estate planning to their clients, mainly in Mississippi and surrounding areas.
Investment Strategy
The firm's investment philosophy emphasizes personalized financial planning tailored to each client's goals, time frame, and risk tolerance. INMAN JAGER focuses on designing comprehensive plans that address all aspects of a client’s financial life, including business succession, estate planning, charitable giving, retirement, and risk management. Portfolio management is carried out with a broadly diversified approach, balancing market risk, identifying investment opportunities, and allocating assets to create resilient portfolios that reflect each client's needs, values, and risk comfort. The firm prioritizes transparency, clear communication, and acting as a fiduciary in their clients' best interests.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 15.74% | $23.3M | 46,797 | $421.46 | $497.41 | +$5.7M |
I IVV | ISHARES TR | 7.90% | $11.7M | 18,818 | $588.68 | $620.90 | +$838.9K |
T TOTL | SSGA ACTIVE ETF TR | 4.76% | $7.0M | 175,378 | $39.50 | $40.11 | -$145.9K |
B BND | VANGUARD BD INDEX FDS | 3.73% | $5.5M | 74,912 | $72.11 | $73.63 | -$59.8K |
S SPYG | SPDR SERIES TRUST | 2.75% | $4.1M | 42,737 | $87.65 | $95.32 | +$1.2M |