We are an independent, fee-only investment advisory firm that has been helping people invest wisely since 1999. Our mission is to help you better understand and improve your financial situation.
One of our most important roles is to determine a suitable and appropriate asset allocation strategy by considering your investment time horizon, risk tolerance, objectives and cash flow needs. We invest for the long term and while we ignore the vagaries of short-term stock market fluctuations, we do make appropriate asset allocations adjustments to reflect changes in the investment environment and changes in your objectives.
Please read through this site to see how we can help you manage your money more wisely and achieve your financial goals. If you would like to discuss your specific situation, please call us at (650) 610-9540 or email at
. We promise to be a partner you can trust for intelligent advice, great service and value.
The most important financial news of 2018 was that Modern Portfolio Theory (MPT), the strategic underpinning of prudent investing, worked. Yet you just don't see front-page headlines saying conventional wisdom