The array of investment services provided to large pension funds has not been available to affluent families and private foundations. We have served this audience for more than twenty-five years and understand well the issues unique to family systems.Our methods are designed for this audience, not
modified from a pension fund platform. Our San Diego-based investment company oversees approximately $2 billion. We have client relationships throughout the country representing high net worth individuals, retirement plans, endowments, foundations and charities.
