Investment Management

We do the heavy lifting...

so you dont have to.

Markets and the economy are more global today than ever before. Communication is instantaneous. News and events impact the markets and your money immediately. With computer algorithms and computers doing much of the trading, a set and forget investment strategy can be very dangerous. Equally dangerous is trading or investing based on headlines or forecasts often leading to disappointment, frustration and at times painful losses.

Being a successful investor means not only using proven, workable investment strategies, but importantly making those strategies tailored to you. Strategies that are personalized for your financial position, goals, comfort with risk means hands on management and avoiding generic, one size fits all online advice.

As an investor you are faced with many questions. Should I invest in stocks? What about bonds? I have heard about real estate and gold and commodities, what about those ideas? Should I buy now or wait? Should I sell and change my investments?

The answer to these questions is a one-on-one approach using proven investment strategies. We help make your investing easier, simpler all without sacrificing sophistication or minimizing new ideas. So how do you know if we are a good fit to help you? We use a simple process to help you figure that out. 

First: Are we a Fit?

First: Are we a Fit?

We start with a simple, relaxed meeting. There is no cost. Just a conversation about what you need. The problems you face. Where you are today. What you hope to accomplish.

In turn we will tell you about us and answer all your questions. We will share how we work and what you can expect. We will offer detail how we are paid and provide you with a written summary. 

We are looking to see if we are a fit to work together. If after sleeping on it we decide we are a good fit, we take the next step.

Second: Create a Framework.

Second: Create a Framework.

Our next step is to summarize your goals, needs, obstacles and timelines. During this step we will explore and discuss different types of investments, their related risks, their potential returns and how they work together in a portfolio.

We will discuss different strategies, the pro's and con's for each, the risks you would take and the potential gains you might see. 

The result is a customized investment framework based on your goals, your timeline, your needs and of course your comfort with the inevitable ups and downs in the markets.

If our proposal meets with your approval. We will open your accounts.

Third: Review a Proposal & Execute.

Third: Review a Proposal & Execute.

Our third step is to present you with an investment proposal. We will detail specific investments, the mix between different investments, the hoped for returns and the potential risks. 

We can drill down into detail on many topics. We can even explore a detailed analysis. Yet for most investors we find they want a mix of big picture with just the right amount of detail.

We will answer your questions and make adjustments as needed. With your agreement we will move forward and invest your money. 

Fourth: Monitor, Adjust & report.

Fourth: Monitor, Adjust & report.

That's it. Now you sit back and let us do the heavy lifting.

We will set regular reviews with you either in person, by phone or video. During your reviews we will discuss recent economic and market events, the impact on your portfolio, possible future outlooks and discuss potential adjustments, if any, to your portfolio. 

In between our reviews, we will monitor and track your portfolio. We will conduct regular assessments of your existing investments as well as seek and explore new ideas. We will proactively reach out to you with new ideas or adjustments as needed between our reviews.

[ Download Our Investment Process ]

Just call us to find out more at 650-458-0312

For more information about our Fiduciary focused wealth management process. send us an email or call our office. We would welcome the opportunity to speak with you. | (650) 458-0312