Investment Philosophy

and Investment Strategies

Long Term Investment Strategy


Your investments are the power behind your financial goals and dreams. You want to rely on a time tested, a long term investment strategy based on science, research, and experience. Our investment philosophy draws from Nobel Prize-winning academic methods, financial industry leaders, and experienced investment managers to craft a framework of proven investment strategies.

Your Risk and Return: Modern Portfolio Theory

Using Modern Portfolio Theory, our goal is to maximize your returns for the level of risk you are willing to accept. We will spend time with you to find out how you feel when markets are up and your discomfort when markets are down. Other factors that determine your strategy include your purchase goals, retirement planning, lifestyle needs, and time horizon.

A financial advisor can help you stay the course.


You don’t want to lose money. You feel regret when you have made a wrong financial decision or when you missed out on a financial opportunity. You’ve found yourself justifying under performance.

If any of these statements apply to you, you are not alone. Almost all of us feel this way at some point or another; these are universal human behaviors. Because we are loss averse rather than risk-averse and subject to decision-making biases and errors, there is an opportunity to profit in the stock market.


Your Financial Advisor


Our role as your financial advisor is to help you recognize and overcome these behaviors, control costs and taxes, construct diversified portfolios, and to make sure your investment portfolio meets your risk and return objectives. A disciplined approach results in an asset allocation you are comfortable with at the level of risk you can weather during market volatility. We can advise you past emotional decisions, as emotional decisions can lead to impulsive actions that harm your portfolio.

If you have a well-planned long-term strategy and understand the risks associated with your portfolio, you will feel comfortable to stay invested and realize more significant gains.


How much risk are you willing to take?


We invite you to complete our online risk tolerance questionnaire. You will receive a personalized and comprehensive risk report.

Once you have an idea of your risk comfort level, you can give us a call and we will be happy to review the results and look over your investments to make sure your allocations are aligned with your risk profile.

I’d like to see my risk profile.


Our Team

We are committed to finding the right solutions for our clients and expanding our
understanding of best practices for wealth management.

Jeffrey Platt, JD, LLM, CFA, CFP®


  • University of California, Los Angeles, BA in Political Science
  • Juris Doctor degree from Western State University, College of Law
  • LLM from the University of San Diego School of Law
  • CERTIFIED FINANCIAL PLANNER™ designation in 1994
  • CFA, Chartered Financial Analyst designation

Read More about Jeff Platt, Chief Investment Officer



We would love to learn more about you.

Knowledgeable and expert.



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