CONNECT

Address:

644 North Santa Cruz Avenue Suite 4
Los Gatos, CA 95030

Phone:

(408) 354-5554

Investment Management


"We create portfolios based on your goals and objectives."


The Investment Process

ASSET ALLOCATION

Highest potential return

Lowest acceptable level of risk

Blended and diversified portfolio

REGULAR REBALANCING

Maintain risk parameters

Counteract market fluctuations

Retain original asset allocation

RISK ASSESSMENT

Determine your risk number

Design a portfolio for your risk number

Customize portfolio to match your financial goals

COMPLIMENTARY PORTFOLIO RISK ANALYSIS

Riskalyze is a tool that quantitatively measures the risk quotient of your portfolio by utilizing a Nobel Prize for Economics winning scientific framework.


Reach out to us today to get started on a path towards pursuing your financial goals.



There is no guarantee that asset allocation or a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. No strategy assures a profit or protects against loss. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck