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26650 The Old Road
Valencia, CA, 91381
United States

800-550-1095

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BETTING BLIND

The Danger of Not Knowing What You Own

The hurdles facing the investor are multi-faceted. The solution we suggest is two-pronged. First, build a mental foundation based on understandable long-term investing principles. Second, add rebar to this foundation by restoring a healthy relationship between the advisor and the client. A relationship built on trust, education, proper incentive and transparency. We are passionate about deliberately building this environment in every aspect of our firm. This informs and shapes how we invest, how we communicate, and how we earn a profit as a business. We hope our efforts and education model a better path forward.

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