Your individual needs, goals and risk tolerance should be the unique factors that drive every financial decision you make. We can help you make the most of your choices.
By taking a global investment approach, we help you maximize your investment opportunities. My service is very personalized and indivualized; I work hard to take good care of my clients. I would enjoy talking with you.
|Firm Start Year:||2003|
|States Licensed in:||California, with clients in many other states.|
|Number of Years with Current Firm:||6|
After graduating from the Stanford Graduate School of Business in 1979, I began working in this field of managing portfolios for individuals and families. I still love doing this work three decades later. |
My greatest satisfaction is managing my client's assets well and taking good care of them personally.
Over the years, I have managed an international mutual fund and have travelled extensively around the world learning about the global markets. This has provided a great foundation to help clients succeed in today's challenging environment.
|I work with the following types of clients:||Individual Investors|
|Investment Types:||Mortgages & Real Estate , Stocks , Mutual Funds , Alternative Investments , Commodities , Exchange Traded Funds (ETFs) , Annuities|
|I can meet clients in the following ways:||At my office , Via phone , At your office , At your home , Via email|
Qualifications & Memberships
|Financial Organization Memberships:||Financial Planning Association (FPA) , Paladin Registry , CFA Institute|
|Registered Investment Advisor:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-only financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$1,000,000|
|Compensation Methods:||Based on Assets|
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|