600 West Broadway, Suite 225
San Diego, CA 92101
619-286-3930
We are long-term investors that have a record of providing a good return and good service to our
clients.
We are transparent in how we serve our clients. We make understandable investments in publicly-
traded assets. We never tie your money up in illiquid assets, annuities or private equity. You
always have access to your money when you need it.
Our clients have security in knowing their assets are held at Charles Schwab where they can
review their accounts at any time. Our statements clearly show your investments, their values and
your performance.
By operating transparently, we give our clients peace-of-mind showing them that we invest in a
straight-forward manner and that we are advising in their best interest.
Firm Start Year
No.of Employees
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Work with the following types of clients
Advisory Services Provided
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Can meet clients in the following ways
Registered Investment Advisor
Registered Representative
Investment Advisor Representative
Acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Securities Licenses
Financial Organization Memberships
Fee Structure
Minimum Portfolio Size for New Managed Accounts
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Fee % Based on Assets
Bachelor of Arts - Political Science
MBA - Business