Are you confident that you'll have enough money to meet your long-term goals? Are you satisfied with your current investment returns? Are they equal to the risk you take?

Whatever your financial goals, most people cannot achieve them through savings alone. To build wealth for years ahead, we feel a good portion of assets should be in long-term investments with growth potential.

Although past performance is no guarantee of future results, many stocks have historically performed well long-term in comparison to other asset classes. This is especially true when returns are compounded through reinvestment. While stocks generally involve a higher degree of risk, the potential return is considered greater in comparison to Treasury bills and U.S. bonds._1,2

However, many investors do not have the time, expertise or access to information needed to monitor changing investment climates around the world to make fully informed decisions.

We believe, a professional money manager has become increasingly important. The experienced money manager can help clients focus on long-term objectives and seek consistent performance and proper diversification.₃ This experience can also help in avoiding investments that may be inappropriate or that would subject clients' portfolios to excessive risk.

The Philosophy of Value Investing
Why Use a Professional Money Manager?
Our Background
Summary of Services
How Do I Open An Account?
Our Associates

74245 Highway 111, Suite 203
Palm Desert, CA  92260

760-340-3200
800-345-2347

1. Stocks offer long-term growth potential, but may fluctuate more and provide less current income than other investments. An investment in the stock market should be made with an understanding of the risks associated with common stocks, including market fluctuations.

While stocks generally have a greater potential return than government bonds and treasury bills, they involve a higher degree of risk. Government bonds and treasury bills, unlike stocks, are guaranteed as to payment of principal and interest by the U.S. Government if held to maturity.

2. “Why Own Stocks,” 2024, Wells Fargo Advisors.

3. Independent money management may not be suitable for all investors.

The PIM® program is not designed for excessively traded or inactive accounts, and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

As each Private Investment Management (PIM®) program account is individually managed, construction and ongoing management of portfolios may vary from those discussed in this Philosophy Statement.