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.
The Defensive Growth Tactical Allocation Strategy is designed to capitalize on economic and market fragility, which has been brought about by central bank interventions, corporate debt levels, demographic shifts, business cycles and other factors.
These factors may express themselves as credit/ stock market events, potentially significant in the near term. The portfolio is a defensive yet opportunistic strategy.
This investment strategy can be combined with others to fit your needs. Please feel free to contact us if you would like to discuss and explore investment ideas and options.