We offer fiduciary fee-only investment advice with “asset under management”. No commissions are charged by us. We do not take custody of assets.
Our investment philosophy
Alternative Investment advice
Bond investment advice
Foreign Currency Investing
Investment fiduciary providing investment advice
Independent fee-only wealth management
Independent 401K rollover advisor
Investing to Avoid a Dollar Collapse or Dollar Devaluation
Minimum Account Size
Mutual Fund selection
Personalized service Personalized solutions
Risk Aware Investing
Second opinions on investment advice
Securities (individual stocks) advice
Stock compensation advice (as an employee benefit)
Stock option exercise advice for tech professionals
Unbiased investment advice
Wealth management solutions
Remember: “The fastest way to make a small fortune is>..with a large one” (due to reckless, naive investing).
In order to have a successful retirement and meet other financial goals it is vital to get good investment advice. Retirement planning and retirement asset accumulation all require doing many years of good investment planning.
1000 Fremont Ave. Ste. 260H
Los Altos, CA 94024