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Lagunitas Asset Management

1024 Iron Point Road, Suite 100
Folsom, CA 95630
Phone:
  • 916.357.6656

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Financial Planning, Estate Planning, and Investment Management in Folsom, El Dorado Hills, and Sacramento has never been easier than with Investment Advisor Lagunitas Asset Management by your side. In our "client first" environment, your Retirement, Investment, or Estate Planning needs are our sole focus.  When you come in to meet the team at our offices in Folsom, it all starts with a conversation about your priorities.  We build solutions based on the vision that you have for your Family, Business, and Community, and the tools that we use are carefully selected based on every individual's unique needs.

 

Understanding the background of a financial professional has never been more important than it is in the investment business today.  In June of 2017, landmark legislation was introduced by the Department of Labor that called for The Fiduciary Rule which would enact sweeping provisions to give strength to investor's "rights & protections" like never before.

Excerpted (with permission) from Investopedia's Fiduciary Rule definition:

"The Department of Labor's definition of a fiduciary demands that advisors act in the best interests of their clients, and to put their clients' interests above their own. It leaves no room for advisors to conceal any potential conflict of interest, and states that all fees and commissions must be clearly disclosed in dollar form to clients. The definition has been expanded to include any professional making a recommendation or solicitation — and not simply giving ongoing advice. Previously, only advisors who were charging a fee for service (either hourly or as a percentage of account holdings) on retirement plans were considered fiduciaries."

excerpted from: The DOL Fiduciary Rule Explained as of June 9th, 2017 | Investopedia http://www.investopedia.com/updates/dol-fiduciary-rule/#ixzz4lzdIvKpr

As a fee-only Registered Investment Advisory firm, Lagunitas Asset Management (LAM) does not charge commissions, and has been a Fiduciary since our inception.  As investments that we make on behalf of others mostly rise and sometimes fall over time, so does our fee-based compensation, putting our interests exactly on the same page as our clients. It is of the highest importance that only the most prudent investments are chosen for each individual client, but our work isn't done there.  We make a lifelong commitment to our clients that has only just begun; a promise and vow that their best interests will be our top priority for the duration of our relationship.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck