The goal of this company is to provide Professional Investment Guidance with a Christian Worldview. My business is comprised of business owners, retirees, and high-income investors that share this idea. We are not exclusive to others but are upfront in our messaging. The practice is comprised of over 90% of managed money using proprietary models, Professional Information Services, and our broker dealer's research to manage the asset allocations in each of the portfolios.
With a large number of Californians leaving this state, I am looking for opportunities to partner/ purchase existing practices in several areas in addition to expanding in Southern CA. In Southern CA, I am adding ad=n office I Beaumont, CA, and interested in practices in Riverside, Rancho Cucamonga, or Corona CA.
Outside of California, we are focusing on Prescott AZ and Jackson Hole, Wyoming.