Our clients are concerned with security of principal, but also want to see their assets grow over time.
Our clients span a broad spectrum of age, background and employment. We manage money for Ph.D.’s in academia and business, engineers, accountants, doctors, lawyers, entrepreneurs, retired people, educators, artists, small business people and some in the non profit arena. Many clients have referred family members, including one family where we serve 3 generations. Our clients reside in Europe, Asia and across the U.S., but most are in California.