CALL

LOCATE

Who We Serve

A thoughtful, attentive advisor, Pedro's underlying mission is to develop, implement and monitor appropriate plans for his clients based on their goals and risk tolerance. With a willingness to listen to each client like he or she is the only investor in the world, Pedro is dedicated to assisting his clients in meeting their financial needs.

We work with individual families, business owners and professionals, by developing tailored independent financial strategies aimed at growing and preserving wealth, minimizing taxes and assisting in passing on lasting legacies. Our approach is to focus on you as an individual with unique needs. It starts with getting to know you and your family to understand your unique goals. Only then do we develop your individual investment plan that may include: customized asset allocation, direct ownership of great businesses, hedging strategies and active management.

Our clients:

  • Believe trust and integrity form the basis of a strong working relationship.
  • Value investment advice modeled after great investors such as Warren Buffett, Peter Lynch and   Benjamin Graham, combined with modern trend analyses and hedging strategies to reduce risk.
  • Believe a fee-based approach to investing works best to meet their needs.
  • Entrust one financial advisory team to manage and coordinate all their planning.
  • Have a minimum of $150,000 of household investable assets.

We've worked with clients from all backgrounds, and we understand the challenges you face and the values you want to protect.