Jan Schalkwijk, CFA

Jan Schalkwijk, CFA

Investment Adviser
JPS Global Investments
Customized Portfolios: Your Money, Your Values

Professional Focus 

Jan is the lead portfolio manager & founder of JPS Global Investments, where he manages portfolios tailored to the unique values and investment goals of his clients and oversees the firm's financial planning services. He enjoys working with a diverse client base, including individuals, families, and foundations that seek values alignment with their investments. Being in Silicon Valley, he also enjoys advising clients with stock compensation plans and concentrated stock positions.

In addition to investment management, Jan and his team assist clients with other important financial decisions they face in the course of building, managing, and protecting their wealth. JPS leverages the firm's partnerships with other professionals, including accountants, lawyers, and financial planners, to bring the best resources to bear for its clients.
 
Jan has traveled extensively and has a fond appreciation for the diversity of the world's cultures and natural habitats. These travel experiences helped shape his views on the importance of sustainable development and the acute challenges that we are facing in that regard. Inspired by the economic opportunities that these challenges present, Jan developed the Green Economy investment strategy at JPS. This strategy focuses specifically on opportunities in clean energy, energy & resource efficiency, and environmental markets. JPS also offers Fossil Fuel Free strategies in a variety of asset classes, in addition to diversified investment strategies, customized for his clients' unique needs.
 
Jan has over 20 years of experience in the investment industry and was vice president of investment platforms at Franklin Templeton Investments, prior to founding JPS Global Investments. He received a degree in Economics from Maastricht University in the Netherlands, his Bachelor of Science degree from Menlo College and his Master of Business Administration from Santa Clara University. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.

In addition to his work at JPS, Jan served on the investment team of Africa Capital Group, where he co-managed the Africa Frontier Fund. Jan currently resides in San Carlos, CA with his wife Kizzy and son Nicholas. In his spare time, Jan is an avid outdoorsman, snowboarder, traveler, and student of history.

Jan can build and tailor a portfolio to meet your individual needs and preferences. Contact Jan today to determine if he can help you meet your financial goals in a manner consistent with your values.
 

Services

  • Asset Management and Investment Advice for Individuals and Families 
  • Investment Consulting Services for Foundations, Non-Profits, and Small & Medium-Sized Businesses 
  • ESG / SRI Customized Portfolios
  • Investment Strategies: Diversified Portfolios, Green Economy Strategy, Fossil Fuel Free Strategies

Professional Affiliations

  • Member, CFA Society of San Francisco
  • Network Adviser, First Affirmative Financial Network, LLC

Education and Experience

Jan has over 20 years of experience in the investment industry:
  • JPS Global Investments, Founder and Portfolio Mangaer (2007-present)
  • Africa Capital Group, Portfolio Manager (2013-2017)
  • Franklin Templeton Investments, Vice President of Investment Platforms (1997-2005) 
  • Faculty, University of Oregon MBA: Impact Investing 
  • Chartered Financial Analyst (CFA) Designation
  • Master of Business Administration, Santa Clara University 
  • Bachelor of Science, Menlo College 
  • Degree in Economics, Maastricht University (Netherlands) 

Disclaimer

Jan Schalkwijk subscribes to a package of professional services offered by First Affirmative Financial Network. He is not an investment advisor representative of First Affirmative Financial Network. JPS Global Investments is a Registered Investment Advisor with the SEC. First Affirmative Financial Network is an Registered Investment Advisor (SEC File #801-56587).