PERFORMANCE BASED FEES • ACTIVE RISK MANAGEMENT
NOW CELEBRATING OUR 20TH YEAR SERVING BA Y AREA FAMILIES AND
FOUNDATIONS, our team provides investment management, in-depth wealth
planning, estate and tax planning guidance.
Client Attention - Serving a relatively short client list with total assets of
nearly half a billion dollars, each client’s portfolio is managed separately
according to their planning, risk tolerance and directives.
Risk Managed Global Growth - Our team invests across the globe in
individual stocks, bonds and alternative investments. This keeps client costs
to a minimum. Most importantly, the risk of catastrophic loss is mitigated
through our Active Risk Management process. By investing in individual
companies, clients have a clear understanding of their holdings and their
position in global markets.
Client Communication & Team Experience - Clients work directly
with each team member. Our team consists of over 80 years of combined
experience with degrees in law and Certified Financial Planning.
Performance and Traditional Fees - One of the few Bay Area firms that
o;er a fee based on performance as well as a traditional fee based on assets
only. We sell no products and receive no commissions.
Supporting the Local & Global Community - A local company that actively
gives back to our local and global community, we enjoy a close working
relationship with each client and the satisfaction of providing a “first class”
level of client service.
30 Liberty Ship Way, 3RD Floor
Pictured standing (left to right):
Sausalito, CA 94965
Tamra A. Stern JD CFP®,
Adrienne H. Coenen,
James E. Demmert
Pictured sitting (left to right)
Aaron M. Stern,
Elizabeth I. Baldassari,
Charito A. Mittelman JD