Independent RIAs Preparing for Enterprise Maturity
JMJ Digital Infrastructure serves established independent RIAs seeking to strengthen institutional positioning and long-term digital governance.
Typical Firm Profile
- $50M–$500M AUM
- Multi-advisor or ensemble structure
- Defined fiduciary model
- Regional growth orientation
- Long-term succession or enterprise planning horizon
Common Strategic Objectives
Firms engaging JMJ typically seek to address one or more of the following:
• Reduce founder-centric digital exposure
• Clarify institutional identity across digital channels
• Strengthen search presence for advisory-intent queries
• Improve credibility with custodians and centers of influence
• Align public-facing presence with enterprise maturity
Exclusivity
JMJ operates exclusively within the independent RIA channel.
We do not serve broker-dealers, mass-market advisory platforms, or general financial marketing initiatives.
JMJ Digital Infrastructure 