For Serious Investors

Many of our clients prefer to simply delegate the management of their investments to us so that they can put their attention on other matters, such as living their daily lives without distraction.  At the other end of the spectrum are “do-it-yourselfers” who think they can be their own financial advisors and normally don’t seek help from anyone, including us.  In the middle are investors who do want our investment counsel, but also want to remain actively involved in the management of their accounts.  That’s who we mean by “serious investors.”

 

Our service to all investors is :  goal setting, risk tolerance assessment, long-term asset allocation, diversification, and quarterly review and rebalancing, all done in the context of comprehensive financial planning so that their investments make sense in connection with their tax situation, insurance needs, retirement planning, and estate planning. 

 

We believe in Modern Portfolio Theory (asset allocation, diversification, periodic rebalancing.

 

Therefore, in managing our clients’ investment accounts, we follow a pragmatic, common sense approach.

 

For a free initial consultation regarding any aspect of your financial affairs or concerns, please call us at 818-995-3500.

 

 

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Check the background of this financial professional on FINRA's BrokerCheck