Portfolio Management


Craig Jacobson, CFA

Founder, Owner, and Portfolio Manager

Craig Jacobson, CFA has been managing client portfolios since the mid-1990’s. 


He has extensive knowledge of markets, securities, and portfolio construction. He has seen the upturns and downturns, having decades of experience managing portfolios in the best and the worst of times. Craig managed multi-billion portfolios at Janus Capital, and has been portfolio manager for Roads Capital for over ten years. 


His education includes a Master of Science in Finance from the University of Illinois and a Master of Business Administration from the Pepperdine Graziadio Business School. He also has earned the right to use the Chartered Financial Analyst Designation (CFA). Craig has completed numerous other training courses, and seminars, including those by Standard and Poor’s, Northwestern’s Kellogg School of Business, and Columbia’s Graham and Dodd School of Investing. As Assistant Professor of Finance, he also enjoys teaching Business courses at Colorado Christian University.


Craig has increased his skill and expertise for nearly thirty years to better guide and protect his clients. 


Craig founded Roads Capital over ten years ago to use his skills, education, and passion to BLESS our clients, to be a light, and to bring certainty to a world of confusion. 


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