We Care
The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. What makes us different is that we care. We dedicate the time, effort, energy and resources to make sure our clients understand they are our first priority.
Fiduciary Responsibility
We take on a fiduciary responsibility with our fee based investment and financial planning clients. There is no higher standard of trust in the industry. We believe the only way to build a long term successful business is to always put our client’s interest first.
First Class Service
We have a team with years of customer service experience. There are enough of us to make sure your needs are taken care of and addressed quickly.
We typically have progress report meetings with our clients twice a year, but can make ourselves available to meet as often as once a quarter, depending on our client’s needs. During those meetings we review our clients:
- Financial plan
- Goals: short, medium and long term
- Investment performance
- Insurance needs
- and educate them on what the economy and markets are doing that could help or hinder their investment portfolio and goals.
We Are Virtual
The majority of our client's live in Northern and Southern California, but many have migrated to other states. Now we have client's from Hawaii to Georgia. Technology has made it possible for us to give each of our clients the same high level of service; face to face or virtually. Virtual meetings were second nature to us even before COVID.
Competitive Fee Structure
The majority of our clients work with us on a fee basis. We offer a competitive tiered fee structure. As your assets increase the percentage fee you are billed decreases.
Information Security is a Priority
The protection of our client’s personal data is foremost in our minds. We utilize the latest encryption on our computer systems. We maintain a strict regime when it comes to storing client data and making sure it always meets or exceeds the financial regulatory standards.
