Our firm was founded with the belief that mutual respect and trust must be present and followed by our members. This core philosophy applies in our work environment and in the way that we diligently handle our client relationships. As an independently owned firm of investment professionals, we strive to meet our client goals and objectives with wisdom, common sense, and experience.
We believe our approach to financial planning and wealth management sets us apart as a Registered Investment Advisory Firm. Our detailed research and planning process enables us to best prepare and protect our clients from the peaks and valleys that the market has to offer. With over 33 years of combined experience, we are able to provide our clients with the best ideas and methods available.
We believe our approach to financial planning and wealth management sets us apart as a Registered Investment Advisory Firm. Our detailed research and planning process enables us to best prepare and protect our clients from the peaks and valleys that the market has to offer. With over 33 years of combined experience, we are able to provide our clients with the best ideas and methods available.
Services
My career advising clients began in Newport Beach, California where I chose to specialize in individual securities analysis and portfolio construction. I was fortunate to learn the business from some terrific value investors that shunned the fad investments swirling around them and I continue with value as a core tenet today.
The Fixed Income Portfolio may be structured as a taxable income portfolio utilizing government securities, investment grade corporate bonds, CD's, preferred securities, convertible preferred securities, exchange traded funds and closed end funds. Length of maturity and agency ratings are considered to customize the portfolio to each individual client's specifications.
Reviews (1)
Patricia Hadison Aliyuda
Jul 31, 2021
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I had to leave this post here as a sign of gratitude since that is one of the least she asked of me. From my calculations, I made $5,200 in 1 week trading since Rachael Raschke started managing my account,I haven't experienced any regrets in continuing binary options trading, though i lost a lot when I started as a newbie but since i met her i have… always been smiling, i feel so much joy each time i log in daily to see my trade records and balance she is indeed a good expert, .experience this for yourself action speaks louder feel free to ask me more or contact Rachael Raschke. Email :
