5850 Canoga Avenue
Suite 400
Woodland Hills, CA 91367
Google Maps
Contact
Main Phone: --
Web Site:
http://jvifunds.com/
Mutual Fund Brand(s)
The Six Thirteen Core Equity Fund
Research Links
SEC Fund Filings by CIK Series
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Background:
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Justin Ross and Evan Shorten, two FAs with Paragon Financial Partners, launched Jewish Values Investment Funds (JVI Funds) at the end of 2017, and in May 2018 they debuted their first mutual fund, the Six Thirteen Core Equity Fund.
JVI's funds are intended for investors who want to invest according to Jewish values. Their investment strategy emphasizes ESG principals, supporting Israel, and charity.
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Sponsored Opportunities
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Key People:
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Justin Ross
Co-Founder, Managing Partner / Financial Advisor, Jewish Values Investment Funds / Paragon Financial Partners | Evan Shorten
Co-Founder, Managing Partner / Financial Life Planner, Jewish Values Investment Funds / Paragon Financial Partners | Brent Botwin
Research and Development Coordinator, Jewish Values Investment Funds |
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