Providing The "White Glove" Treatment  to our Investment Clientele

Our principal focus at Lagunitas Asset Management is to propel our clients towards financial success, by utilizing the best methods available while serving as their financial concierge.  With decades of experience in handling private investment portfolios, we possess critical knowledge of the initricate nature of financial markets and emotional habits of investors, which empowers our clientele to make more intelligent and informed decisions. 

In June of 2013, we received approval as a Registered Investment Advisory firm from the state of California after being reviewed and approved by the Securities and Exchange Commision (SEC).  This affirrmed our practice as a fiduciary advisor and realized a life long dream for our founder, who has worked in the industry since 1997 while still in college.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.  As our fiduciary responsibilty dictates, we will endeavor to know and understand your financial situation intimately, and provide you with the highest quality information, services, and a diverse array of investments.  With these in hand, we will help you to reach critical milestones, and achieve your financial goals.