1230 Rosecrans Avenue, Suite 350
Manhattan Beach, CA 90266
Ph: 310.531.1021
Toll Free: 833.SALIENT (833.725.4368)
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Planning – Step 1

Advice, consulting and planning

We ask the right questions to lay a solid foundation for your investment plan. We review your current financial situation in detail to better understand your short and long-term objectives, such as liquidity requirements, risk tolerance, return objectives and income requirements. Working with you, we use this information to clearly define your goals and expectations.


Step 2 – Portfolio modeling analysis and design