We are a small group of investors who identify alternative opportunities across various industries. Our financial principles are influenced by an entrepreneurial mindset. Investing and growing wealth should be interesting, fun, and progressive. We do not believe in allocating the bulk of your capital into bonds or index funds. That is the "get rich slow" game. We believe in nuanced and knowledgeable investing that will produce outsized returns in perpetuity.
Have questions about investments, taxes, retirement, and/or financial planning? One of our credentialed professionals would be glad to help.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our small team is comprised of people with different kinds of finance and business experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
6080 Center Drive, Suite 600, Los Angeles, California 90045, United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment