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+1 650-566-9650
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| 200 Homer Ave, Palo Alto, CA, 94301 | |
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0.3 miPalo Alto Transit Center
0.3 miStanford
0.4 miPalo Alto
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Specialties
We manage assets for individuals, family groups, charitable foundations, school endowments and corporate profit-sharing plans.
We design tailored portfolios to match each individual client’s financial needs as well as their risk-assuming capacity, investing in a blend of fixed income and equity securities.
