To build financially sound futures for our clients.

We strive to create transformative financial strategies. With over 50 years of combined investment experience, we deliver results, not excuses, and take our role as trusted advisors to heart, fostering richly rewarding relationships.

We are a San Francisco-based firm, keenly aware of the specialized needs of our Bay Area clients. We offer unbiased advice, unsurpassed service and customized wealth management and investment advisory strategies to individuals, families, small businesses and foundations.

The name January comes from Janus—the ancient god of passageways—known for having the ability to look simultaneously toward the past and the future. The mark of the robin symbolizes renewal, prosperity and wisdom. Combined, these two ideas perfectly illustrate our role in building a pathway between you and your ideal wealth.

Our process distills what wealth means to you and shapes a plan to achieve your goals. Using your input as our roadmap, we develop strategies that embrace your authentic story. A multidisciplinary approach allows us to steward plans from design through implementation with a focus on: Wealth Transfer, Asset Management, Risk Mitigation, Tax & Estate Planning, Retirement Income Planning, Education Planning and Private & Alternative Investments. Click here to view January Capital Advisors' firm brochure ADV Part 2A and Privacy Policy.

Michael A. Porfido, CFP®

Partner, Chief Compliance Officer

A Bay Area native, it’s no surprise Mike is a devoted SF Giants fan and wine enthusiast. With a 30-year track record of helping clients reach their full wealth potential, he’s most proud of the decades-long relationships and friendships he has built along the way. Mike has served as the registered Principal for San Francisco Associates for 24 years. With his daughters Juliana and Peeky out of the nest, he and his wife Mary spoil their rescue pup, Hattie, proudly support the Tahoe Donner Land Trust, and look for any good reason he can find to tee-off on the golf course.

Jeffrey P. Hodges

Managing Partner & Chief Investment Officer

Hailing from Colorado, Jeff has been an avid investor for over 20 years. After a career in technology, he chose to follow his passion of helping others understand and utilize the power of capital markets to experience wealth. He graduated from Cornell University with a degree in Economics and serves as January's Managing Partner and chair of the investment committee. When he’s not geeking out on market trends or forecasting economic cycles—he loves abstract photography, an eclectic variety of music, and traveling with his amazing, talented wife Katie and son, Ike. Check out his photography here.