Beverly Hills Chamber has been a powerful resource for our company since we launched in 2013. From day one, the hard working team at the Chamber has gone out of their way to create opportunities for us. They provide us with valuable guidance, introduce us to quality people and potential customers, and involve us in marketing programs that help grow our brand. Winning the 2014 Golden Palm Award for Innovation was an especially exciting and valuable experience as it further established our company’s credibility in the community. We count Beverly Hills Chamber as one of our strongest supporters and a key contributor to our success. The sky’s the limit with Beverly Hills Chamber by your side.
Financial Planning & ServicesFinancial Investment ActivitiesFinancial Planners
We are an independent Financial Wealth Management services firm with headquarters located in Scottsdale, Arizona, and offices in Beverly Hills, New York, Seattle, and Denver. We provide comprehensive concierge service for high net worth clients helping them realize their long-term financial goals through the design and management of carefully curated custom portfolios created specifically for a client’s return objective and desired risk level. Our highly regarded national experience within the industry has made it possible to develop a proprietary process to deliver customized investment solutions after identifying a client's specific objectives. With a veteran investment team who hold the Chartered Financial Analyst® designation and our CERTIFIED FINANCIAL PLANNER™ Professionals, we work closely with clients and their professional advisors (attorneys, accountants) to keep expenses and taxes as low as possible with a goal of overachieving the appropriate benchmark return. We apply both a quantitative and qualitative analysis in the screenings of the holdings of the personal financial plans with custom created portfolios. This highly personalized white glove service from a team of industry veterans builds and manages custom portfolios, while most other firms offer “model” portfolios, providing all clients with identical portfolios. Custom based holdings are created with client input of their selective risk level and preference for companies they may want to own or not own, as they can be as actively involved in portfolio management to the ex