Monterey Bay Asset Management, LLC is a Registered Investment Advisor, providing investment management advice to individuals, professionals, and business owners. The company is dedicated to providing customized solutions and objective advice to its clients. Our compensation is on a strict fee-only basis - we do not receive sales commissions, and have no direct monetary incentive to select certain products for clients over others.
This helps free us from conflicts of interest, and enables us to make decisions in the best interests of our clients. David C. Palshaw, founder and president, holds a BA in History from Dartmouth College and an MBA in Finance from the University of California, Davis Graduate School of Management. A CERTIFIED FINANCIAL PLANNER professional, David is an active member of the Financial Planning Association, Northern California Chapter.
This helps free us from conflicts of interest, and enables us to make decisions in the best interests of our clients. David C. Palshaw, founder and president, holds a BA in History from Dartmouth College and an MBA in Finance from the University of California, Davis Graduate School of Management. A CERTIFIED FINANCIAL PLANNER professional, David is an active member of the Financial Planning Association, Northern California Chapter.
Services
This is the opportunity for clients to begin learning about the client management process at Monterey Bay Asset Management, and for us to obtain a thorough understanding of each client's specific circumstances, needs and objectives. Client risk sensitivities are determined, along with investment return objectives and any client specific constraints, including tax sensitivities.
The investment advice and services provided by Monterey Bay Asset Management to its clients vary, depending on each client's needs, objectives and circumstances. Factors affecting the tailoring of client portfolios include client investment horizon, risk tolerance, tax sensitivity, estate or trust issues, concentrated stock positions, and other constraints.
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