Give your financial future the attention it deserves


Founded in 1976, we are one of Los Angeles’ earliest pioneers of fee-only, independent investment advice. 

Our Services

Investment Management

We build modern, cost effective portfolios rooted in academic theory and practical real-world experience. Our backgrounds range from academia to Wall Street.

Financial Planning

Whether you are looking for specific guidance or a comprehensive financial plan, we partner with you to address your unique goals and circumstances.                     

Retirement Plan Services

We offer transparent, low cost, institutional-class solutions and services to 401(k) plans of all sizes. We act as an ERISA 3(38) Fiduciary Investment Advisor.        


A Personalized Team Approach

Our services are tailored to meet each client's specific needs and provide peace of mind knowing that a firm with over 40 years of experience is looking out for their best interests.


Built on the simple idea that doing the right thing earns trust



Our Perspective

We believe sharing our research and outlook on the markets keeps our clients better informed about our approach to investing and our world-view.