TFG Spotlight: Jared Hammers, CFA

At The Fiduciary Group, disciplined investment management is not about reacting to every market development or making bold predictions. It is about building a sound process, maintaining conviction through volatility, and keeping client outcomes at the center of every decision.

Jared is part of TFG’s investment team, where his work includes research, portfolio construction, and implementation across client portfolios. While clients may not always interact with him directly, his work is closely tied to the client experience. The portfolios he helps manage are designed to support long-term goals, reflect each client’s circumstances, and hold up through changing market conditions.

Career Path

Jared’s introduction to investment management came during college, when he completed an internship with a local bank trust department on its investment team. That experience gave him an early view into the discipline of building and overseeing client portfolios.

After graduating, he joined the team full time and spent several years there while earning his CFA charter. The credential reinforced a belief that continues to shape his work today: sound investment practice requires both analytical discipline and professional accountability.

In 2017, The Fiduciary Group came calling. The opportunity was a strong fit from both a culture and mission standpoint. It offered a more independent, investment-focused environment and a team committed to serving clients with care, transparency, and long-term perspective.

A Process Grounded in Discipline

For Jared, serving as a fiduciary is not simply a regulatory standard. It is a professional responsibility that shapes how investment decisions are made.

That responsibility requires discipline when markets are volatile, humility about what can and cannot be predicted, and the judgment to separate sound analysis from short-term noise. In practice, that means resisting performance chasing, avoiding speculative positioning, and staying committed to a process that does not shift based on headlines or market sentiment.

When evaluating equities, Jared begins with fundamentals: business quality, management strength, financial results, reinvestment capacity, and the broader forces shaping a company’s trajectory. Valuation is just as important. A strong business is not automatically a sound investment at any price.

For external managers and fund strategies, the investment team looks for process alignment, portfolio fit, and confidence that the manager meets TFG’s standards. Cost also matters, because every decision should be evaluated in the context of client outcomes.

Patience Over Activity

One misconception Jared sees in investment management is that more activity means more attentiveness. His view is different.

Fewer, more deliberate decisions made within a consistent framework can often be more valuable than frequent repositioning in response to market developments. This is especially important during periods of stress, when emotion can push investors toward reactive choices.

If a holding is not working in the short term, the team does not immediately default to selling. Instead, they revisit the investment thesis. Has something fundamentally changed? Does the original rationale still hold? Is the long-term opportunity intact?

Managing Risk in the Context of the Plan

Risk management is a core part of Jared’s work, and concentration risk is one of the areas he watches closely. Overexposure to a single position, industry, or theme can create fragility when market conditions shift.

Diversification is central to TFG’s approach because asset classes perform differently across market environments, and the future is inherently uncertain. The goal is not to eliminate risk. It is to manage it thoughtfully so portfolios are better positioned through a range of conditions.

At the same time, the investment team remains attentive to structural themes where genuine long-term opportunity may exist. The key is maintaining discipline around what the team owns, how much exposure is appropriate, and whether the risk is reasonable for the client’s overall portfolio.

A Culture of Transparency and Collaboration

Portfolio management at TFG is a team effort. Jared works closely with advisors to understand each client’s circumstances, priorities, liquidity needs, and preferences. That context matters because a portfolio should reflect not only TFG’s investment philosophy, but also the client’s broader financial picture.

This collaboration allows the investment team to support advisors by providing confidence in the portfolio work being done. Advisors can focus on financial planning and client relationships knowing the investment team is actively managing portfolios with the client’s goals in mind.

Jared also values the fiduciary culture at TFG. To him, it shows up in the willingness to solve problems, take the extra step, and make decisions that are in the client’s best interest.

What It Adds Up To

Jared’s work reflects a steady belief: durable investment outcomes are built through discipline, patience, and a process that holds up over time.

Markets will always be uncertain. Headlines will always create pressure. But for Jared, the role of the investment team is to stay grounded, remain thoughtful, and make decisions that serve clients well through changing conditions.

That commitment is central to the work he does at The Fiduciary Group. Behind the scenes, his focus is helping ensure portfolios are managed with care, aligned with client goals, and built for the long term.

Learn more about Jared’s role and experience: Meet Jared Hammers, CFA.