Who We Are Not

“ We are NOT…”

We believe a successful advisor/client experience starts with a congruent investing philosophy.  Therefore, it is important for prospective clients to understand what to expect from day one.  Much of the web site is dedicated to our vision, mission and methodology of conducting business.  The following examples of what we are NOT should further define who we ARE:

We are NOT:

  • A Wall Street firm – With our Broker/Dealer, LPL Financial, based in San Diego, California, we serve Main Street, not Wall Street.  No leverage, no TARP money, no mortgages, and no proprietary products or trading.
  • Know It All Advisors – The financial world is enormous.  New products and investments are created frequently.  We focus on long term investment strategies and goal-oriented financial planning.  We recommend clients seek estate attorneys, CPAs, and tax advisors for other important financial assistance….and if you don’t know of a good professional, we have many that we can recommend.
  • Product Sales Advisors – We do not have products to sell or quotas to meet.  We focus on applying economic fundamentals, valuation analysis, and technical analysis to the investing process in long term client relationships.