Individually Managed Investment Accounts

I manage investment account for individuals, corporations, trusts and partnerships in Nevada and California.

I work on a fee only basis. Which means that if your account goes down in value, I make less and if it goes up in value, I make more.

If you live in one of those states please contact me if you would like information on my fees or my philosophy on investing and how that might match up with your goals and ambitions with investing.

If you live in one of the other 48 states contact me to see if your state requires me to register to work with you. In some states an RIA only has to register if they have a certain number of clients in that state. The RIA might be able to work with a certain number of clients without being registered in that state.