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Getting Started

Initial interviews are offered on a complementary basis, with no obligation.  Please feel free to give us a call (310-440-1400) or click on the Contact Us button to request an appointment.  

Two Locations to serve you - Our Los Angeles office is located off the 405 freeway at Sunset Blvd. in Brentwood Village, right over the Belwood Bakery. Or, if you prefer, we can meet in the offices of our parent firm, Cooper McManus located right off the 5 Fwy (Lake Forest exit) near Irvine Spectrum. Click on the links below for directions.
 
 
To make the best use of our meeting time, you may wish to complete our Data Questionnaire and/or our Risk Tolerance Questionnaire in advance (optional). These are linked below. Due to the confidential nature of the information asked for on our Data Questionnaire, we suggest you print the form from your own computer and then plan to bring it with you rather than emailing it to us. (Please note, Social Security numbers are not needed until and unless you decide to open an account.)
  • Data Questionnaire
  • Risk Tolerance Questionnaire
  • Top 25 Questions to Ask Your Advisor
  • Brochure
  • Privacy Policy
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    With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link below.

    Adobe Acrobat (pdf)Adobe Acrobat ReaderMicrosoft ExcelMicrosoft Excel Viewer
    Microsoft WordMicrosoft Word ViewerMicrosoft PowerPointMicrosoft PowerPoint Viewer

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    A subsidiary of Cooper McManus, an SEC Registered Investment Advisor.