Overview

Over the last 28 years we have built relationships with our clients in-order to gain the trust necessary to drive a planning process that allows for a collaborative, wholistic financial direction. This leads to increased client benefit as well as the trust so valuable during turbulent markets. We have a client investment system that has successfully managed every bear market since the 1980's. In addition to our investment management system that has outperformed the market combined with lower risk we pride ourselves on going 'above and beyond' whenever a client has a question or concern. These practice assets have rewarded our firm with clients who have remained with us for decades. We have a scalable system that truly benefits people and we are on a mission to help people grow and protect their hard-earned assets. Although we cannot guarantee what the market will do we can guarantee that we will do everything in our power to properly care for all clients who entrust their finances with us. We are currently ranked in the top 5% at LPL Financial which is based in San Diego, CA so I have acquired an apartment in San Diego and we are particularly interested in finding a business in that area. We plan to have an office there soon.

Our investment philosophy has been developed over more than a quarter century and is one of the keys to our success. This strategy has reduced market risk ahead of every bear market since the 1987 Black Monday crash. It has managed to reduce losses during bear markets by as much as 75% and has outperformed the market with significantly less volatility. It can be designed to provide current income along with risk adverse growth over time. It can also be used in conjunction with a client's current portfolio if what they have is the better option.

We have already absorbed 4 seasoned broker's businesses and they all ended their conversations with other possible suitor after they met us. Open up a conversation with us you won't be disappointed!

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