Portfolio Management

We can sum up why our portfolio management is different than the others in one word…freedom. Your portfolio will be set up with the goal of meeting your needs and taking advantage of future opportunities. With a fee based approach, your investments will be ready to work for you from day one. 

Because we are an independent firm, your portfolio is managed with your needs in mind. Your financial needs and goals are where we start and finish.


We actively monitor your portfolio in order to take advantage of market changes. There is an ideal environment for every investment. Your portfolio can be set up in a way to take advantage of these changes.  

The Measured Difference

Your portfolio can be reliable, flexible, and tailored to your changing needs. It’s not enough to have a portfolio staked in stocks and bonds. Your portfolio needs go beyond two asset classes. You don’t need complexity, but you do need more than two options.  

Opening your mind and portfolio to alternatives allows you to take advantage of additional investment opportunities. You can take advantage of growth and income in a variety of investments not available on traditional markets. If you are ready to learn about our portfolio management approach, we are ready to guide you. 

Would you like to meet with one of our advisors?

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Contact Us

(916) 975-3700 Office
(916) 200-2136 Fax