The JRA Advantage

We don’t just help our clients through transformation. We believe transformation applies to us.

When we started in 1998, all of the professionals at J Rudman & Associates had worked in the financial services industry prior to joining the firm, which meant that our clients benefited from our deep industry expertise. Over the last five years, we have introduced talent from outside of our industry to help challenge and stretch our thinking. Leveraging the expertise of strategists and writers who have worked with companies like Gap, Apple, HP, Starbucks, Nike, and other powerful brands has helped us to break free from the status quo of our industry.

Comprehensive
Knowledge
Our focus on financial services gives us comprehensive knowledge of the competitive marketplace and your clients.
Extensive
Research
The extensive research that is core to our process — conducted with high net worth individuals, plan sponsors, consultants, intermediaries, financial advisors and fund managers — allows us to leverage our market perspective throughout the duration of our client engagements.
Focused
Service
By limiting to five our active engagements at any given time, we can provide acutely focused service and attention to our select clients.
Strategic
Partnerships
We develop strategic partnerships with our clients, providing expertise throughout every phase of every engagement.

The JRA Advantage

ComprehensiveKnowledge

ExtensiveResearch

FocusedService

StrategicPartnerships

Comprehensive
Knowledge

Extensive
Research

Focused
Service

Strategic
Partnerships