- Portfolios are monitored and managed in-house, on a moment-by-moment basis.
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- We use Total Quality Management (TQM), a dynamic strategy for continual portfolio improvement.
- We have over 25 years of experience managing money through bear and bull markets.
- We integrate cutting-edge neuroeconomic research into investment strategy decision making.
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- We are a leading provider of wealth management in Southern California.
- Our energy is spent on our clients and their accounts, not on marketing.
- Our clients work directly with the portfolio manager actually managing their investments.
- Wealth management strategies are tailored to your unique income, growth and tax-management needs.
- You speak to a real person every time you call.
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Benefit from the expertise of a personal portfolio management team with over 25 years of experience. With our wrap account program, you work one-on-one with your portfolio manager to develop an investment strategy unique to your own specific goals and needs.
Keep your portfolio tuned up and running strong with our comprehensive portfolio review service. Not only will we analyze your portfolio’s strengths, weaknesses, asset allocation and risk exposure, but we will also meet with you one-on-one to discuss strategies you can take to improve your portfolio.