Glendale Office
3430 Ocean View Blvd.
Suite E
Glendale, CA 91208
(818) 248-2999
(800) 841-0717
Fax: (818) 248-9315
Glendora Office
216 N. Glendora Ave.
Suite 203B
Glendora, CA 91741
(626) 771-2927
(800) 841-0717
Fax: (626) 771-2957

Portfolio Management

Once the comprehensive financial planning process has determined what investment performance is necessary to reach an investor’s goals, portfolio management then selects various securities such as bonds and stocks, and assets such as real estate, to meet these goals.

Investment decisions are guided by a set of objectives which can be broadly categorized as: capital appreciation, current income, tax reduction, and the safety of principal. Any combination of these objectives has varying levels of risk which require prudent management.

Deploying disciplined investment strategies to grow your wealth while successfully managing risk is crucial to reaching planned objectives with confidence. Successful portfolio management involves balancing both risk and return, but not trading one for the other.