Top-ranked financial advisor serving clients world-wide.
We are best known for our high-yield, low-volatility portfolios. Los Angeles financial planner.
We focus on two types of clients:
Retired investor: We create low risk, high income, personalized portfolios with expected yields in the 7.5% – 8.5% range, and with little or no stock market exposure. Welcome to a new, more practical way of paying for the life you’ve earned.
Working investor: We deliver a full-service approach that combines clear planning, independent thinking, great communication, and far less reliance on stocks. Our conservative approach works despite market tumult.
We also provide specialized services for family offices and endowments.