We Listen To You

When choosing a money manager, you want a firm that will listen and meet your requirements. While we have a view on the markets, our view is secondary to your priorities. We make your priorities our priorities and then construct a portfolio that foremost meets your needs.

What We Do

We provide wealth management services to individuals, foundations, and charities seeking a disciplined investment approach to portfolio growth. We use a variety of analytical tools and third-party research - free from the traditional industry conflicts of interest - to provide capital appreciation potential, grow income, and limit portfolio risk. Located in Manhattan Beach, our goal is to be the premier Southern California provider of the dividend-growth equity solution.

The Markets