The Jeffords Group of Truist Investment Services, Inc. The Jeffords Group of Truist Investment Services, Inc.

The Jeffords Group of Truist Investment Services, Inc.

235 Magrath Darby Blvd

Suite 330,

Mount Pleasant, SC 29464

The_Jeffords_Group@Truist.com

Phone 843-722-7812

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Who we are

For over four decades, The Jeffords Group of Truist Investment Services, Inc. has served private business owners, entrepreneurs, corporate executives, family offices, private foundations, retired clientele, companies and select government entities. We represent ultra-high net worth and high net worth clients, assisting with the preservation and growth of significant wealth. Our team of distinguished financial professionals specializes in and offers fully customized investment management. We place great emphasis on understanding our clients’ unique vision and expectations before customizing an investment strategy. 

The team’s client base has grown primarily from referrals, the highest compliment for a wealth management team. We attribute this success to our unwavering commitment to each of our valued client relationships through our signature high-touch client services. The Jeffords Group is committed to serving you and future generations: navigating and simplifying the complexities of financial investments.
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Specialties

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

John Jeffords
John Jeffords
Financial Advisor
Senior Managing Director
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Adam Bloomberg
Adam Bloomberg
Financial Advisor
Vice President
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Michael Clemente
Michael Clemente
Registered Client Service Associate II
Brianna Pedraza
Brianna Pedraza
Client Service Associate
We focus on high-conviction investment ideas with a deep understanding of the underlying assets and dynamics. We cannot control markets, but we can allocate money where we think it'll be best treated. We believe the management of risk and an emphasis on low volatility is responsible for superior performance over time. We do not subscribe to models based on historic returns. Rather, we focus on engaging client specific investment allocations comprised of forward-looking, common-sense strategies. We seek to engage investments as opportunity permits and at prices we believe are favorable.
  
Equity Management: We believe proper equity management is best executed by engaging a third-party investment manager with a proven and audited track record. We personally interview managers exhibiting top decile risk adjusted performance metrics. Ultimately, we only select a provider who has a combination of characteristics to be what we consider ‘best-in-class’.  For clients’ core equity management, we emphasize engaging a portfolio comprised of companies exhibiting consistent earnings, dividends, and cash flow growth.

Fixed Income & Cash Management: We provide in-house management and access to individual fixed income securities and strategy. Our cash management program directly addresses idle cash in a liquid, favorable return, and cost-efficient format

Open Architecture Platform: Along with traditional investments, we provide clients additional investment opportunities including but not limited to liquid alternatives, private equity and debt offerings, hedge funds, syndicate, and IPO offerings. 

Coordination with Your Trusted Advisors: A coordinated effort with our clients’ planning, tax*, and risk advisors is of paramount importance to their success. We aim to build a trusted relationship with our clients and their advisors to holistically address their finances.


*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
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