Working With Us

Working with us is as unique as our investment strategy. We work with a small number of clients so that we can provide a high level of personal service. We provide complete transparency for every client. We use Charles Schwab to custody our clients’ assets. Therefore, at any hour of the day, they can log on and see exactly what is going on in their account.

Unlike working with large brokerage houses, you will never hear us say “hang on, think long term.” If we think cash is the best place for you to be, you will be in cash. Clients will be kept informed of what is going on with their accounts on a regular basis.

Our fees are completely in line with our client’s interests. We do not earn any sort of commission based on what we buy or sell for people. We are a fee only advisory practice. This means that clients pay us for advice, not commission on investment products. We feel that this eliminates the potential for a conflict of interest. We are based in San Ramon, California. The majority of our clients live in California, however we do serve clients throughout the western United States.

We will work with clients that have a minimum portfolio of $500,000.