INVESTMENT MANAGEMENT SERVICES
INVEST WITH PURPOSE
Our investment portfolios are designed and managed in-house at our Carlsbad office in North San Diego County so that you know what investments you own and why you own them. Our investment management process is centered on matching your investment strategy with your defined goals.
ASSET ALLOCATION BASED ON A PLAN
As far as our investment management services are concerned, we never use one-size-fits-all approach. It is essential for us to work as a team when designing your financial plan so that we are able to define what you need your money to do for you. With your plan as a road-map, we will discuss your goals, values, and ability to take on risk to match you with the right investment portfolio.
FOCUS ON COST AND EFFICIENCY
Portfolio construction is a key value that we provide to help you reach your goals. Many people are simply unaware of the money that is lost to expensive investment strategies, taxes, and inefficient investment management. We strive to provide a low-cost, efficient solution to all of our investors.
TAKING AN EDUCATED APPROACH AND MANAGING BEHAVIOR
We rely on research, data, historical evidence, and common sense when choosing investments. However, once invested, a major factor that historically affects performance is investor behavior. We work to educate our investors on their portfolios, define risks, discuss market and environmental factors, and coach behavior to follow through on the investment management plan.
OUR INVESTMENT PORTFOLIOS
CENTERED CORE AND INDIVIDUAL STOCK PORTFOLIOS
These portfolios utilize our core portfolio approach and add a satellite portfolio of individual stocks. Individual securities can provide targeted exposure to certain companies in order to provide opportunities for long-term appreciation, income growth, transparency, and control.
CENTERED COLLECTIVELY CONSCIOUS PORTFOLIOS
These portfolios utilize our core portfolio approach with an added focus on global sustainability. We utilize fund managers and factors that implement screens to investment selection in order to target investments that consider current environmental science and definitions of sustainability.