January Capital

January Capital Advisors is an independent wealth design firm based in San Francisco, California, specializing in comprehensive wealth management services. The firm assists individuals, families, and small organizations in designing, implementing, and tracking financial strategies that align with their values and objectives. As a registered investment adviser, January Capital Advisors operates under a fiduciary standard, ensuring that all advice is solely in the client's best interest. They focus on creating personalized financial roadmaps, managing diversified portfolios, and providing ongoing support to help clients achieve their desired financial impact and life goals.

Founded in 2014, January Capital Advisors was established with a mission to create a meaningful impact on the communities it serves. The firm's name, January, is inspired by Janus, the ancient god of passageways, symbolizing the ability to look simultaneously toward the past and the future. This philosophy underpins their approach to financial planning, helping clients bridge their financial history with their aspirations. The firm emphasizes compassionate, rational advice and clear, transparent communication, avoiding jargon to build trust and understanding with their clients.

As a wealth management firm, January Capital Advisors focuses on advising clients on their investment portfolios rather than making direct venture capital investments into companies. Their services involve constructing diversified strategies tailored to client objectives, risk profiles, and time horizons. The firm's investment committee leverages scientific and data-driven approaches, similar to those used by large endowments, focusing on broad asset allocation, rigorous security selection, fee reduction, and tax efficiency.

The team at January Capital Advisors brings a wealth of experience to their clients. Michael A. Porfido, the Founder, has a 40-year track record in helping clients pursue their wealth potential. Jeffrey P. Hodges, CPWA®, serves as Managing Partner and Chief Compliance Officer, bringing over 25 years of investment experience. The team also includes Sarah Hinkle as Operations Director, Magaly Ramirez as Client Associate, and Joe Moss as Chief Operating Officer, all dedicated to enhancing the client experience and providing high-functioning operational support.