Jackson Creek Investment Advisors A Passion to Perform Client Login

A Passion to Perform

Jackson Creek Investment Advisors LLC is an independent, SEC-registered, 100% employee-owned investment advisor.

We combine market analysis, psychology, risk management, and a commitment to excellence to create customized strategies based on each client's specific goals.

As fiduciaries, we always put client interests first.

Rank

Daily Screening

Quant models rank the universe

Select

Top Decile

Hold only top-ranked names

Construct

Concentrated

Focused equity portfolios

Manage

Risk Discipline

Stable exposures, lower beta

Execute

Trading Desk

Focused on best execution

Review

Monitor

Systematic sell discipline

Our Approach

A disciplined, repeatable process built on quantitative and behavioral insight.

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Concentrated Equity

Actively managed, concentrated equity portfolios for individuals and families, built on a proprietary quantitative and behavioral process.

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Institutional Strategies

Institutional asset management strategies with a track record and process tracing back to 1996.

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Investor Education

Research and education on retirement accounts, 401(k)s, HSAs, and college saving through our factor-research blog.

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Quantitative Models

Daily ranking of the investable universe to anticipate earnings surprises and estimate revisions.

psychology

Behavioral Finance

Rooted in the academic study of economics, security analysis, and behavioral science.

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Risk Management

Stable sector and style exposures with a lower-than-market beta.

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Best Execution

A dedicated Trading Desk focused on trade impact and execution quality.

Experience that predates the firm

A small, collaborative team that has worked together for decades.

Established in 2020, but our partners have worked together for 20+ years and our investment process and track record trace back to 1996.

1996

Origins of the investment process and track record.

20+

Years the founding partners have worked together.

100%

Employee-owned — aligned with client interests.

SEC

Registered fiduciary under the Investment Advisers Act of 1940.

Our Philosophy

Add value through stock selection — not market timing.

A systematic process with buy and sell thresholds unchanged since strategy inception.

Selection Over Sectors

Value from what you own

Concentrated portfolios hold only top-decile-ranked stocks, replaced when they fall below roughly the 40th percentile — the process aims to add value through stock selection rather than sector bets.

Discipline

Calm about markets, never fear-mongering

Disciplined risk management seeks stable sector and style exposures and a lower-than-market beta, with a systematic sell discipline that keeps emotion out of the process.

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Your goals should drive your portfolio — not the market's mood. As fiduciaries, we build customized strategies around each client's specific goals and always put their interests first.

John Riddle, CFA

Managing Member, CIO & Client Advisor

Our Team

Deep quantitative and behavioral-finance expertise.

John Riddle, CFA

Managing Member, CIO & Client Advisor

40+ years in the industry and lead portfolio manager of the behavioral-driven equity strategies. Previously CIO at 361 Capital, co-founder of BRC Investment Management, and President & CIO of Duff & Phelps.

Mark Jaeger, CFA, CPA

Managing Member, CCO & Client Advisor

34 years in the industry overseeing compliance, quantitative risk analysis, and portfolio management. A founding partner, previously Director of Quantitative Investments & CCO at 361 Capital.

Brian Harvey, CFA

Senior Investment Analyst & Associate Advisor

16 years spanning sell-side research, investment banking, and investment management. A behavioral-finance specialist and author of the firm's factor-research blog.

Chris McQuillan

Director of Business Development & Client Services

The firm's main contact for new relationships, leading business development with high-net-worth and institutional clients. Previously Director of National Accounts at 361 Capital.

Common questions

Who does Jackson Creek work with? expand_more

We serve both individuals and families and institutions such as endowments, foundations, and retirement plans. As fiduciaries, we build customized investment strategies around each client's specific goals.

What is your investment approach? expand_more

Proprietary quantitative models rank the investable universe daily to anticipate earnings surprises and analyst estimate revisions. We hold concentrated, top-decile-ranked stocks with disciplined risk management and a dedicated Trading Desk focused on best execution.

How do fees and account minimums work? expand_more

We are a fee-based registered investment advisor. Fees and any minimums are reviewed in an introductory meeting; see Form CRS for the required fee and conflict disclosures. Start a conversation and an advisor will follow up.

Where are you located and who can you work with? expand_more

We are based at 115 Wilcox Street, Suite 220, Castle Rock, CO 80104, and serve clients in multiple U.S. states. We can only transact business where we are registered or exempt, so a registered representative will confirm eligibility and follow up.

Ready to talk with an advisor?

Whether you are an individual investor or an institution, start a conversation and we will help you find the right next step — in person in Castle Rock or virtually.

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