12100 Wilshire Blvd,
Los Angeles, CA 90025
(310) 806-9454

What is your investment philosophy?

Our approach leans toward passive investing and long term strategic investment management using time tested academic research. Our objective is not to beat nor time the market and certainly not to offer stock picks. Our goal is to mitigate risk, expenses, and taxes; preserving more of the principal to compound long term. Overall, this leads to a simpler way of managing your investments while the focus is on meeting your goals.