At Executive Investment Advisors we provide the professional capabilities of large firms such as banks and brokerages, with greater personal attention to each client's needs.
- Assisting individuals and institutions to establish long term investment goals
- Working with the client to outline a formal "Investment Mission Statement"
- Creating a tailored investment portfolio based on these goals and principles
- Continuous personalized management and monitoring of portfolios
- Regular client meetings to assess portfolio performance in relation to client goals
All of the portfolios under our supervision are managed separately, they are not commingled. This approach allows our work to be applied specifically to each client's investment program.
Executive Investment Advisors, LLC
454 Las Gallinas Ave, #177 · San Rafael, CA 94903