top of page
Our wealth management philosophy:
​
diversify across multiple asset categories to reduce volatility
eliminate much of the costs associated with third party solutions (i.e. mutual funds and other expense burdened investments)
invest directly in individual stocks, bonds, ETFs, and cash alternatives
For clients who want more tangible investments:
we are well versed in finding, financing and managing investment properties.
we can assist with identifying investment opportunities in private, early stage companies
Independence means freedom to choose:
an open platform so we can select the best custodian for our clients assets
​
the best technology for trading, research and performance reporting
​
best in class investment solutions
OUR TEAM
SAN LUIS OBISPO OFFICE
the team
BAKERSFIELD OFFICE
bottom of page