Broker Check

California
2444 Wilshire Boulevard
Suite 303
Santa Monica, CA 90403
(310) 315-9400

Oklahoma
10900 Hefner Pointe Drive
Suite 502
Oklahoma City, OK 73120
(405) 286-3623

Hawaii
140 Ho'ohana Street
Suite 320 
Kahului, HI 96732
(808) 871-7800 

 

Investment Management

You require sophisticated and attentive asset management to help potentially increase or enhance your portfolios’ total returns in light of your risk tolerance. We construct each client investment portfolio after an extensive analysis of your risk tolerance, investment objectives and time horizon.

After ascertaining these factors, we design an investment strategy to address your needs, based on your investor profile. The key to effective asset management is creating and maintaining a diversified client investment portfolio that is designed with a goal to work for you for many years.

Strategies for Preservation and Growth

  • We focus on balancing the objectives of preservation and growth by managing your risk vs. reward tradeoff with predictable, sustainable portfolio strategies.
  • We provide you the opportunity to work toward growing and preserving your wealth and protect your principal by creating diversified client portfolios utilizing sophisticated investment strategies while adhering to a strict sell discipline.

    There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk.