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We are a registered investment advisor firm located in Los Angeles, CA. Our talented team applies their diverse skills in finance, analytics, economics, tax law, and estate planning in order to build and actively manage outstanding portfolios that are highly diversified, low-cost, tax-efficient very transparent and extremely liquid.
Because we care, we take the time to understand our clients' future needs, expectations, and comfort with volatility, in order to best serve them. As a fiduciary, we are dedicated to putting our clients’ needs ahead of our own. We select investments for quality, net performance, and appropriateness, with no hidden fees, kickbacks, or sales commissions, based purely on what is right for you. Additionally, we perform our own research to ensure it is free from bias.
We are dedicated to understanding capital markets, portfolio construction, and the financial needs of our clients.
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