Services
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Peace of Mind is knowing that your finances are looked after by experienced professionals who care about you. Read more -
We offer a broad range of services to help you secure a sound financial future. Read more -
Providing the support you deserve. -
As a valued client, you get a secure, password-protected portal. Read more
Financial PlanningFinancial Planning is an ongoing process of identifying goals, concerns and desires and finding ways to match your financial reality to resolve your concerns and achieve your goals.
Professional Portfolio ManagementOur Professional Investment Portfolio Management uses scientifically validated measures to help you determine the appropriate level of risk you are comfortable taking. This is coupled with a personalized Asset Allocation plan custom designed specifically for you. This Asset Allocation plan is based on the Nobel Prize winning Model Portfolio Theory. MPT allows us to construct and optimize portfolios designed to maximize your expected returns based on the level of risk you are most comfortable in taking. We then monitor the portfolio and with your input will suggest appropriate changes as market conditions dictate. The result is better returns and more peace of mind when markets get a little crazy. Special Project EngagementsIf you have a special issue you wish to discuss we can work with you on an hourly basis to assist you in resolving an issue that is unique to your particular financial situation.
6010 Commerce Blvd. Suite 142
Rohnert Park, CA, 94928
Phone: (707)585-8004
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