Why Juth Investment Advisory exists

Built for clients who want advisors who apply the same investment discipline they recommend.

Jonathan and Ruth Grogan, founders of Juth Investment Advisory
  1. 01
    Skin In The Game
    Many investors do not want an advisor who simply hands them off to a packaged fund. They want someone who does the work: analyzing individual securities, building conviction, and investing their assets themselves.
  2. 02
    Our Own Research
    We do our own stock and securities analysis in-house, rather than reselling third-party model portfolios or off-the-shelf funds.
  3. 03
    Access with Accountability
    Our portfolios are researched, built, and managed in-house by the founders, creating a direct connection between the client relationship and the investment process.
The managing partners

Two founders.
One advisory process.

Jonathan Grogan
Jonathan Grogan
Founding Partner

Jonathan leads Juth’s investment and client processes. His background spans financial planning, investment management, institutional banking, and trading strategy, giving him a practical perspective on how portfolios are built, monitored, and adjusted over time. Jonathan oversees portfolio construction, securities research, trading strategy, and risk review.

Jonathan earned his Bachelor’s degree from Baruch College’s Zicklin School of Business. He has passed the Series 7 and Series 66 examinations.

Ruth Grogan, CPA
Ruth Grogan, CPA
Founding Partner

Ruth leads the operational and compliance foundation of Juth Investment Advisory. Her background spans financial services, private accounting, internal audit, regulatory compliance, data analytics, and business operations. She oversees portfolio analysis, client process, fiduciary oversight, and regulatory compliance.

Ruth earned both her Bachelor’s and Master’s degrees from Baruch College’s Zicklin School of Business. She is a CPA and has passed the Series 7 and Series 66 examinations.

Start with a conversation

Begin with clarity.

A first conversation is simply a chance to understand your goals, explain how we work, and determine whether Juth Investment Advisory may be the right fit.

Or send us a question by email.