Sal Kargodorian, the Managing Member, has been providing personalized investment management, analysis and consulting services for over 25 years. Our specialty is Retirement Plans and Wealth Management. We provide services for 401(k) Plans, Profit Sharing Plans, Defined Benefit Pension Plans and Cash Balance Plans. Our clients are Medical and Dental practices, Law Firms, Accounting Firms, Agricultural and Manufacturing Corporations and all kinds of small-to-mid size businesses. Retirement Plan sizes range from a one-man plan to as large as over 400 employee plans. We also provide investment advisory services to the plan sponsors, to individuals, trusts, estates, charitable organizations, corporations and other business entities. Providing high quality investment advice is the firm’s only business.
We custody your funds and assets with the major custodians in the U.S. such as Charles Schwab or TD Ameritrade. We work independently as an Investment Advisor with a pure, objective approach to investment management. We provide a refreshing alternative to large Wall Street firms. Our views in the asset allocation process are unbiased and are tailored to fall within the parameters of the client’s risk profile. We acknowledge that no two investors are alike and customize our investment strategy models to adapt to each client. In addition, we provide tactical recommendations to our clients to keep their portfolios current with global market trends.
For those who have been working with Golden K Plans, Inc., our affiliate business entity that handles the Third Party Administration services of your 401(k) Plans, Pension & Profit Sharing Plans, it is still in full force, providing high quality plan designs and administration of your retirement plan(s).