It's simple really. We built a firm that we would want to be associated with as clients. That is why we utilize an investment strategy grounded in academic research from Nobel Prize-winning economists. We then put that power to work by tailoring a portfolio to fit each individual client.
We also ensure that allocation is paired with a financial plan that allows each client to track their success, and see what changes need to be made to meet their goals.Find out about our evidence based investment philosophy, and how you can place academics on your side. Learn how our financial planning process can create clarity and confidence regarding your savings and retirement needs.
We also ensure that allocation is paired with a financial plan that allows each client to track their success, and see what changes need to be made to meet their goals.Find out about our evidence based investment philosophy, and how you can place academics on your side. Learn how our financial planning process can create clarity and confidence regarding your savings and retirement needs.
Services
Independence is a big deal. Being an independent registered investment advisory firm means we have one boss, our client, and that's where our loyalties fall. Not with a a big bank, and not with a large Wall Street firm. We want to work for our clients.period. This simply means we have opted to be legally required to act in our client's best interest at all times.
We are proud of our experiences, education and certifications that shows our dedication to providing the best experience possible for our clients. Richard grew up in Southern California and earned a B.A. in Business Administration / Accounting from California State University, Fullerton. He obtained his Certified Public Accountant license while working at the International Accounting firm, Grant Thornton, LLP.
Our strategic alliances are an important component of our firm, and we are proud to collaborate with them to better serve our clients. TD Ameritrade is our primary custodian where our clients' accounts are housed. As an independent registered investment advisory firm, we never want to hold clients' assets, we simply want to manage them.
Our planning process takes a deep dive into your financial picture. Our goal throughout the planning process is to provide our clients with a sense of clarity regarding their financial goals, and encompasses everything from retirement analysis, to debt reduction schedules, to a complete overview of your financial picture.
Let's face it, retirement plans can be complex and time consuming to business owners. We want to apply our knowledge of corporate retirement plans, so that you can worry about running your business, not your retirement plan. So what sets us apart from other retirement plan and 401(k) platforms?.
We not only want to advise on the plan's investment lineup, we want to walk you through the process and make sure we are working with the administrator and recordkeeper, to ensure the plan is set up to best fit your company's needs.As the advisor to your plan, we serve as both an ERISA 3(21) and 3(38) advisor.
We not only want to advise on the plan's investment lineup, we want to walk you through the process and make sure we are working with the administrator and recordkeeper, to ensure the plan is set up to best fit your company's needs.As the advisor to your plan, we serve as both an ERISA 3(21) and 3(38) advisor.
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