Together we create a strategy to organize and manage your wealth. With Dogpatch Capital you can relax knowing you have a trusted advisor looking after your best interests - today and tomorrow. You worked hard for your money. Now take the next step and let Dogpatch Capital develop a strategy to help you meet your financial goals.
Don't entrust your savings to an algorithm with a portfolio of generic investments - get the sophistication you deserve. We guide you through the financial planning process to uncover opportunities in investment, insurance, education, tax and estate planning. We create a portfolio tailored to your needs and desires.
Don't entrust your savings to an algorithm with a portfolio of generic investments - get the sophistication you deserve. We guide you through the financial planning process to uncover opportunities in investment, insurance, education, tax and estate planning. We create a portfolio tailored to your needs and desires.
Services
Adam has been helping high net worth individuals manage their financial lives since he started with Lehman Brothers in 2006. He is a graduate of the University of California, San Diego, a Certified Financial Planner (CFP), and licensed to provide investment advisory services in the State of California.
We named our firm after the San Francisco neighborhood we live and work in - Dogpatch, the flat lands east of Potrero Hill. Like San Francisco, Dogpatch has a rich and colorful history, one tied to the once-thriving industrial economy of the city's Central Waterfront. Created by hard-working families who often built their own homes, Dogpatch retains strong camaraderie among its residents and pride in community today.
A 2013 study by Morningstar analysts published in the Journal of Retirement claims an individual investor who makes intelligent financial planning decisions can expect to generate 22.6% more in certainty-equivelent income at retirement.
The financial planning factors analyzed in this study include optimal asset allocation, a dynamic withdrawal strategy, incorporating guaranteed income products (i.e., annuities), tax-efficient decisions, and liability-relative asset allocation optimization.Behavioral finance has grown in leaps over recent years and that is good news for the advisor-client relationship.
The financial planning factors analyzed in this study include optimal asset allocation, a dynamic withdrawal strategy, incorporating guaranteed income products (i.e., annuities), tax-efficient decisions, and liability-relative asset allocation optimization.Behavioral finance has grown in leaps over recent years and that is good news for the advisor-client relationship.
We create an investment strategy tailored to your needs and desires with a set of guiding principles which are proven and solid. Assets should be evaluated in the context of their impact on the overall investment portfolio. We believe in low-cost, consistent exposure to efficient markets. We also believe in smart money and paying for active management in less efficient markets.
Below are a few things to look for when selecting an advisor to assure you are as well informed as possible. Kiplinger's Step 2: Learn the alphabet soup. A Certified Financial Planner (CFP) is a generalist who should be able to help you with your whole financial picture. The Chartered Financial Analyst (CFA) designation indicates particular expertise in investing.
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