- Investment ManagementIndependent, fee-only, registered investment management firm based in California’s rapidly growing Silicon Valley. We help individual and institutional investors build and preserve capital and income. We offer the sophisticated investment management services normally reserved for large institutions and the very wealthy, and tailor them to meet each client’s financial objectives within comfortable risk parameters.
- Mutual FundsWe invest directly in individual stocks and bonds on behalf of our clients. We very rarely buy mutual funds or ETFs. We believe this to be the most cost effective way to invest as the layer of fees charged by third party fund companies does not exist here.
- Asset Management