We are a registered investment advisory firm headquartered in San Francisco, California, with offices in Napa, Los Angeles and Seattle, WA. We operate virtually and are available to meet at other locations in the Northwest, West and Southwest upon request.
The foundation of building trust begins with communication at the initial consultation. Trust also involves making sure you fully understand your investments.
We have a former Chief Investment Officer of a multi-billion dollar wealth management group, a former hedge fund manager, an entrepreneur who took a company public, a psychologist, and an experienced trader. These diverse backgrounds bring fresh thinking and "out of the box" ideas to our investment decisions.
A majority of our clients are comfortable paying a fixed percentage of assets under management. Some clients, however, prefer a fixed annual fee or a consulting fee for special projects. Variables we consider include the time required, portfolio size, and complexity of the services we will perform.