Our office is located in San Ramon, California, adjacent to Danville, Dublin, Pleasanton, Walnut Creek, Concord, Castro Valley, Lafayette, Alamo, Livermore, Hayward, San Leandro, San Lorenzo, Alamo and Moraga.
Our local area is all of Silicon Valley, including Campbell, Cupertino, Gilroy, Los Altos, Los Gatos, Milpitas, Morgan Hill, Mountain View, Palo Alto, San Jose, Santa Clara, Saratoga, Sunnyvale and surrounding San Francisco East Bay Area cities.
18 Crow Canyon Court, Suite 325 San Ramon, CA 94583
P: 925-855-4300
F: 925-855-4630
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All investment portfolios need to have priorities. These priorities are best defined by an honest appraisal by the investor and their advisor. What do you need your money to do for you? Time horizons, risk tolerance and individual preferences all must be considered.
Some investors want their accounts to grow and appreciate for their future. Some of our retired investors want a more income-oriented portfolio that distributes income with very low volatility. Others prefer a mix of the two approaches.
Whatever the priorities are, our firm can help those financial goals become reality.
DEFENSIVE GROWTH PORTFOLIOS Objective: Capitalize on market volatility with optimal diversification to protect against loss. Drawdown guidelines designed to protect principal using an active trading protocol, in which assets are monitored daily. Sample Asset Classes: · U.S. Government Treasury Bonds Goal: to outperform over the rest of the current economic cycle. | CONSERVATIVE INCOME PORTFOLIOS Objective: Invest in a diversified portfolio of assets and funds that can generate dividends, interest, or distributions. Portfolio fund selection can be tailored to investor risk and volatility tolerance. Sample Asset Classes: · Fixed Income / Bonds Goal: to provide distributions consistently that may be used for income or re-invested. |
