Jeffrey Helfrich serves as a Portfolio Manager and Research Analyst at Penn Davis McFarland, Inc., where he leverages his extensive expertise in investments to deliver tailored financial solutions for high net worth individuals and institutions. With a strong focus on preserving and growing capital, Jeffrey...
Jeffrey Helfrich serves as a Portfolio Manager and Research Analyst at Penn Davis McFarland, Inc., where he leverages his extensive expertise in investments to deliver tailored financial solutions for high net worth individuals and institutions. With a strong focus on preserving and growing capital, Jeffrey employs a disciplined approach to asset management, utilizing separately managed portfolios that encompass a diverse range of debt and equity securities. His independent thinking and commitment to achieving good risk-adjusted returns enable him to navigate the complexities of capital markets effectively, ensuring that his clients’ financial goals are met with precision.
At Penn Davis McFarland, Jeffrey is deeply involved in key projects that emphasize strategic asset allocation and investment management. He utilizes advanced valuation techniques and insights from the Bloomberg Terminal to inform his investment decisions, allowing him to identify opportunities that align with his clients' objectives. His proficiency in fixed income portfolio management and options trading further enhances his ability to construct robust portfolios that withstand market volatility.
Beyond his technical skills, Jeffrey is passionate about making a positive impact on the world. He integrates socially responsible investing principles into his strategies, helping families not only to grow their wealth but also to contribute to causes they care about. By offering comprehensive family office services, he provides holistic support that encompasses both financial and philanthropic aspirations. Jeffrey Helfrich’s dedication to his clients and his innovative approach to investment management position him as a trusted partner in wealth preservation and growth.
