At Parabolic Asset Management, our goal is to grow and protect your wealth. We do this by using unique asset allocation strategies that take advantage of the wisdom of crowds to enable clients to participate in broad advances in the market and protect them during the inevitable downturns. Our clients benefit from 20 years of traditional and hedge fund investment management experience.
Parabolic Asset Management is led by Rainier Trinidad, a CFA Charterholder who has the distinction of being one of the few investment managers to profitably navigate through the 2008 Financial Crisis. We are a Fee Only advisor held to the Fiduciary Standard, accept no third-party incentives to help maintain objectivity, and seek the lowest-cost solutions to help you meet your investment goals.
Parabolic Asset Management is led by Rainier Trinidad, a CFA Charterholder who has the distinction of being one of the few investment managers to profitably navigate through the 2008 Financial Crisis. We are a Fee Only advisor held to the Fiduciary Standard, accept no third-party incentives to help maintain objectivity, and seek the lowest-cost solutions to help you meet your investment goals.
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About
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If you want to learn more about Rainier Trinidad, the person behind Parabolic Asset Management, please watch the two videos on the right panel. They capture the essence of the father and husband who is committed to making a positive contribution to his community. And yes, while he looks very young, this 44-year old has 20 years of investment management experience, spanning three bull markets and two bear markets.
Services
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We provide investment and financial services to a broad range of clients for various account types, including taxable accounts, individual retirement accounts (IRAs, Rollover IRAs, SEP IRAs, Inherited IRAs), and trusts.
2. Complimentary Financial Planning ($1,000 value): Many people have just a vague idea of how much they should be spending and saving to be on track for their retirement, and for most people, they don't even think about it until retirement is visibly on the horizon.We can create a financial plan for you so you have a detailed road map for where you will be financially X-number of years in the future with a high degree of certainty.
2. Complimentary Financial Planning ($1,000 value): Many people have just a vague idea of how much they should be spending and saving to be on track for their retirement, and for most people, they don't even think about it until retirement is visibly on the horizon.We can create a financial plan for you so you have a detailed road map for where you will be financially X-number of years in the future with a high degree of certainty.
Why Parabolic
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We have 20 years of experience managing investments and currently help families and individuals make solid financial decisions to help them reach their goals.
We accept no third-party incentives (meaning we maintain our objectivity and don't get paid commissions to steer your investments towards products that may benefit certain companies at your expense), serve only your best interests (we are held to the Fiduciary Standard, not the Suitability Standard), and seek the lowest-cost solutions to help you meet your investment goals.Why use Parabolic Asset Management's services?
We accept no third-party incentives (meaning we maintain our objectivity and don't get paid commissions to steer your investments towards products that may benefit certain companies at your expense), serve only your best interests (we are held to the Fiduciary Standard, not the Suitability Standard), and seek the lowest-cost solutions to help you meet your investment goals.Why use Parabolic Asset Management's services?
Investment Management
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Your investment portfolio represents a lifetime of effort and savings. That is why it is more important than ever to not only be able to grow your wealth, but to also protect it.
Our San Diego investments advisor achieves this by using unique investment strategies that take advantage of the wisdom of crowds and long term market trends to enable clients to participate in broad advances in the market and protect them during the inevitable downturns.We also recognize the over 100 years of evidence that a trend following approach provides when it comes to helping protect one's wealth from significant losses.
Our San Diego investments advisor achieves this by using unique investment strategies that take advantage of the wisdom of crowds and long term market trends to enable clients to participate in broad advances in the market and protect them during the inevitable downturns.We also recognize the over 100 years of evidence that a trend following approach provides when it comes to helping protect one's wealth from significant losses.
Financial Planning
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What if you could see into the future? It's the little things that you do over the course of many years that will make the biggest impact on your financial security. It's best to start financial planning early, but it's never too late to start. A recent study showed that people who took the most time planning for their financial future had the most money to retire with.
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