Broker Check

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

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

24 N. Church Street
Suite 405
Wailuku, HI 96793
(808) 871-7800


Our Investment Philosophy

Our advisors share a philosophy that diligent fundamental research and a well-defined analytical process, rigorously adhered to, is the key to identifying, recommending and monitoring investment opportunities that will potentially translate into beneficial long-term, risk adjusted results for investors.

  • We focus on balancing the objectives of preservation and growth by managing your risk vs. reward tradeoff while seeking with suitable, sustainable portfolio strategies.
  • We provide you the opportunity to grow your wealth and preserve your principal by creating diversified investment portfolios utilizing sophisticated investment strategies while adhering to a strict sell discipline.

Risk Management

Managing risk and losses to client portfolios is a top priority. We will determine your goals and overall risk tolerance, then build in controls to help reduce your risk. We make investment decisions based on fundamentals in the market which reduces the risk of bad decision-making and removes emotion from the decision-making process.

Our disciplined long-term approach helps as we seek to avoid major pitfalls as a result of trying to time the market. We diversify your portfolio using multiple asset classes and non-correlated alternative investments.

We believe investment management should be measured by the progress you are making toward your goals, and benchmarked against your expectations. This will be a focus of discussion in each of our semiannual meetings with you.

No investment strategy can ensure guarantee results or ensure against market risk