Unsure about your current investments. Learn about our Second Opinion Services
Since 2002, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We start by clarifying our fee structure, we are not sales people on commissions and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
As your wealth manager you will receive custom portfolio management based on your individual needs, goals, risk tolerance and time frame.
We are not commissioned sales people. We charge a small percentage fee based on the size of the portfolio. This aligns our interest with yours. So our success is directly linked to that of our clients.
We know your time is valuable. We pride ourselves on providing the highest level of wealth management and customer service to our clients.
So you can focus on the things that really matter to you.
As an individual client we can help you with all your needs.
- Individual / joint accounts
- Family trust accounts
- Corporate trustee accounts
- Retirement planning
- College education planning
- Charitable giving and foundations
- Custodial accounts
- Goal Planning
As a young boy, I had a family member play in the NFL for years only to retire from the league broke. Because of this I have made it my mission to prevent this from happening to other athletes and entertainers.
As a Registered Investment Advisor we have a fiduciary duty to always act in our clients best interest.
We will work directly with your board members keeping them informed and will assist with drafting a Investment Policy Statement, if one is required.
We can manager the investment portfolios for many different institutions including:
- For-profit organizations
- Nonprofit organizations
- Foundations and endowments
- Religious organizations
- Professional associations
- Home owner associations
- Trade associations
_ Community groups and service organizations,
Retirement is not something that just happens. You need to plan in advance to make sure your retirement is everything you dreamed it would be.
We assist our clients with their individual retirement accounts, company retirement plans.
If you’re self-employed and are responsible for your own retirement or the owner of small business wanting to provide a comfortable retirement for you and your employees, We offer a variety of retirement plans to fit your needs.
Have questions? We have the answers.
Mr. Paler began his investment career in 1988. He has worked primarily with wealthy individuals and professional athletes in the areas of investment management and asset allocation, financial planning, estate planning and tax planning. Mr. Paler has earned many qualifications through the years and is a Registered Investment Advisor. He is intimately experienced with advanced investment management techniques, employee stock options, concentrated positions and the issues affluent families face.
As seen in Los Angeles Magazine Mr. Paler has been named as a winner of the Five Star Wealth Managers award three years in a row. This annual award is presented to a select group of elite wealth managers in the Los Angeles region to recognize industry excellence and exceptional client service.