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Matthew Pixa

My Portfolio Guide

3020 Old Ranch Parkway
Suite 300

Seal Beach, CA 90740
(562) 7995595

Unwavering Ethics, Superior Discipline, & Unsurpassed Value

About My Portfolio Guide

Every financial advisor should differentiate itself from the competition but how many truly do?

As mentioned on our Welcome page, My Portfolio Guide promises to improve your current portfolio and how it's being managed.

Any prudent consumer should shop around and we actually encourage you to do so.

What you'll find is that no other financial services firm can beat the combination of our ethics, portfolio discipline, and fee structure. If you find one, tell us!

Along with this promise to you, here is what sets us apart:

NO HIDDEN COMMISSIONS OR FEES (FEE-ONLY COMPENSATION)

A FIDUCIARY OBLIGATION PUTTING THE CLIENTS INTERESTS FIRST (ask your current advisor to provide this in writing... we will!)

INDEPENDENCE FROM ANY WALL STREET FIRM, INSURANCE, OR INVESTMENT COMPANY

FULL DISCLOSURE ENSURING ZERO CONFLICT OF INTEREST

LOWEST FEE SCHEDULE FOR CUSTOMIZED INVESTMENT GUIDANCE

ONE POINT OF CONTACT YET SUPPORTED BY A WORLD CLASS INSTITUTIONAL SERVICE TEAM

ACCESS AND DELIVERY OF UNBIASED RESEARCH COUPLED WITH A CUTTING EDGE TECHNOLOGY PLATFORM

A WRITTEN AND PERSONALIZED INVESTMENT POLICY STATEMENT FOR EACH CLIENT

PERSONALIZED PORTFOLIO MODELS ENGINEERED AROUND YOUR RISK TOLERANCE AND GOALS

INVESTMENT AND RISK MANAGEMENT DECISIONS DRIVEN BY STRATEGIC AND TACTICAL ASSET ALLOCATION

CUSTOMIZED INVESTMENT GUIDANCE; NO PASSIVE? BUY AND FORGET? OR BOILERPLATE SOLUTIONS

PERIODIC INVESTOR EDUCATION SERIES FOR EXTENDED FAMILY, FRIENDS, AND COLLEAGUES

ULTRA RESPONSIVE, SEAMLESS, ONE-STOP WORLD CLASS SERVICE

So... Why My Portfolio Guide? Ask yourself if your current advisor addresses and meets ALL of the above criteria?

General Information

CRD#

2484827

Firm CRD#

153188

Name of Custodial Firm

TD Ameritrade Institutional

States Licensed in

CA

Years of Experience in Financial Services

22

Number of Years with Current Firm

10

I work with the following types of clients

Investment Clubs, Individual Investors, Businesses, Non-Profit Organizations

Foreign Languages Serviced

Conversational French and Spanish

Services

Investment Types

Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks

I can meet clients in the following ways

At your office, Via phone, Via email, At your home, At my office

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

MBA

Securities Licenses

Series 65

Firm Information

Firm's Number of Clients

200

Firm's Number of Managed Clients

80

Assets Managed by Firm

$100,000,000

Advisor's Number of Clients

200

Assets Managed by Advisor

$100,000,000

Compensation and Fees

Fee Structure

Fee Only

Fee % Based on Assets

0.90%

Minimum Fee Charged for Managed Accounts

$0

Education

MBA (Masters in Business Administration) - Business Administration

Arizona State University
-

Bachelors - Economics

California State University, Long Beach
-

Certified Financial Planner - Financial Planning

UCLA
-