What We Do

From mountains of data come simple solutions

  • We simplify the investment process while helping you achieve your financial goals.
  • We design and manage a proprietary set of global fund models with specified risk and return characteristics. 
  • We use macro, technical, fundamental and sentiment indicators to develop unique investment strategies and expected return and volatility assumptions for use in portfolio optimization analyses. 
  • We make personalized tactical and strategic asset allocation decisions on behalf of our individual and institutional clientele.

Upon request, we will furnish you with an evaluation regarding:

  • Taxes
  • Estate Planning
  • Business Retirement Planning
  • Education Funding
  • Financial Statements
  • General Analysis and Planning
  • Insurance Needs Analysis
  • Retirement Planning Analysis

Client Relationship Summary 

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC.  Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.


California United States

We are registered to sell Securities in the following state(s): California

We are licensed to sell Insurance in the following state(s): California

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