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TD Ameritrade Institutional is our principal custodian for client assets under management. All accounts are fully insured and the separate property of the client.
Working With A Registered Investment Advisor
Professional Investment Management with NO Commission and NO Conflicts of Interest
I am a Registered Investment Advisor, successfully managing individual, family, business and non-profit investments in Marin, the San Francisco Bay Area, and across the country for over 25 years.
I work with my clients to manage their money in a way that is consistent with their investment goals. I do not try to beat an imaginary index. I work to prevent losses and seek to maximize return on investment without taking unnecessary risk.
No Commission, No Conflicts
- I do not charge commissions on transactions in advisory accounts.
- Clients pay only a low annual fee based on the assets in their accounts, eliminating the conflict of interest that brokers have with their clients. (Nominal transaction costs may occur.)
Reporting
- As a Registered Investment Advisor I meet with you to provide detailed reporting of your investment performance and activity, and to review investment strategy.
- Clients receive clear, concise performance reporting quarterly on all their investment accounts, as well as monthly activity statements.