2. Key Points
n Private Asset Management founded 1993
n Independent Fee-Based RIA specializing in
full-service wealth management
n Dedicated to individual families, small
corporations, and non-profit organizations
n Depth of staff and specialists including an in-
house Research department with a staff Chief
Economist
n Investment professionals average over 20
years experience
n 20 employees in 3 offices: San Diego, Costa
Mesa, and Indian Wells
n Over $700M in Assets Under Management
3. Key Points
n Practice an unbiased non-proprietary
approach, with no “products” to sell
n Unique and exhaustive 7 member investment
committee team-based security selection
process, with a unanimous decision required to
add a security to firm’s Buy list
n Fully customized portfolios, tailored to the
specific needs and goals of that client; we do
not use packaged models
n We manage clients’ assets through the expert
and disciplined use of individual stocks and
bonds
n Full Transparency of your assets and trades,
with 24x7 visibility @ Schwab.com
4. Key Points
n Integrated in-house CPA and Trust Attorney
(review and advice) services are provided
complimentary to all of our clients
n We are exceptionally well suited to work with
our clients’ CPA and attorney to create a triad of
trusted advisors
n The skills needed to address our clients’
increasingly complex wealth planning challenges
n Private Fiduciary/Trustee services available to
assist families with multi-generational issues of
concern to them today and tomorrow
n Ease of access to all staff professionals
n We do not share or participate in any soft -dollar
or commission arrangements
