5001 California Ave., Suite 125
Bakersfield, CA 93309
661.322.5204

You Can Flip The whole Page , it's a new Advertising Technique invented by Flippy

Investment Philosophy

As a company, we believe in providing our clients with clarity and solutions that help meet their needs. We believe that long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter.

Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust - these are the key qualities of “Serve First, Last and AlwaysSM.” And these are the commitments we make to each of our clients.

We believe:

  • A disciplined investment planning process is critical to long-term investment success.
  • Investment portfolios should be customized to meet the objectives of each client.
  • There are a slew of financial products that can baffle even the most astute financial practitioners. To us, simplicity defeats complexity. If we cannot understand it and/or cannot explain it in a matter that you understand it, then you should not be investing in it. As Warren Buffet once said, “Never invest in a business you cannot understand.”
  • Investments should be diversified across asset classes, markets and strategies.
  • Investment management must take into account a proactive tax strategy, as it is not necessarily what you earn but what you keep.
  • A long-term approach allows us to take advantage of mispriced investments.
  • As life evolves, so should your investment plan. We find it critical to reassess your financial plan along the way, incorporating new goals and lifestyle changes.