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

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.


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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