Above are the 6 key areas where we work with clients to minimize costs and maximize value.
Each category is related to the rest and must be taken into account.
To apply for consulting services please feel free to give us a call at 1 310-279-7710 or to send us a written inquiry here.
Investment Advisory Services
- Financial Planning Breakdown
- Investment Advisory Services
- Our Belief
- We strongly believe that everyone should have access to a financial planner. While not all clients may fit our firms design, we offer free consultations to everyone. If we are unable to help you, we may at least point you in the right direction at no cost to you.
We are value investors. We seek good companies at great prices, with a margin of safety from 20% to 40%.
Based on this, we will invest in stocks, bonds, mutual funds, ETFs, options and commodities.
Please note, that all portfolios will also be developed and maintained based on each clients situation and respective lifestyle.