The 30 Best Diversified portfolio construction in California

JC Financial Planning & Investments LLC is a finance institution located at 445 Ultimo Avenue in Long Beach, California. Specializing in asset allocation, we follow the principles outlined in the 1986 paper "Determination of Portfolio Performance" by Brinson, Hood, and Beebower. Our portfolios are constructed using Exchange Traded Funds (ETFs) for broad diversification, with the option of using individual securities for larger portfolios. We also incorporate Mutual Funds for segments where active management may add value. Our "value based" strategy focuses on investments that are attractively valued. It's never too early to start your financial plan with JC Financial Planning & Investments LLC.

Parker Investment Management is a reputable finance institution located at 69 Santiago Avenue in Atherton, California, United States. Our dedicated team of experienced professionals is committed to providing top-notch financial services and investment solutions to our clients. With a focus on delivering personalized investment strategies tailored to individual goals and risk tolerance, Parker Investment Management strives to help clients achieve their financial objectives. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, our team is here to guide you every step of the way. Contact us today to learn more about how Parker Investment Management can help you secure your financial future.

Bradford Investment Services, located at 1450 Harbor Boulevard in West Sacramento, California, is a finance institution dedicated to discovering your complete financial picture. They construct personalized income statements and balance sheets, taking into account real estate, restricted stock, partnerships, trusts, and loans. Unlike other advisors who use generic models, Bradford Investment Services customizes portfolios of individual stocks, bonds, and options tailored to your specific needs and goals. They collaborate with clients to ensure their financial goals are always in alignment, adapting to life's changes and challenges. The institution also prioritizes educating clients on changing economic trends, market conditions, and tax laws for continued growth. Additionally, they take a measured approach to transferring wealth, emphasizing the importance of sharing wealth with family and charitable organizations. Chris Bradford and Stina Bradford are registered representatives with LPL Financial, offering securities and advisory services. Clients can check the background of investment professionals associated with the institution on FINRA BrokerCheck. Please note that offers may only be made to residents of states where the representatives are properly registered or licensed.

Stifel is a leading financial institution located at 3075 Townsgate Road in Westlake Village, California, United States. Specializing in finance, Stifel offers a wide range of services including investment banking, wealth management, and asset management. With a reputation for excellence and a commitment to client satisfaction, Stifel provides personalized financial solutions to individuals, families, and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. Visit Stifel at their Westlake Village location to learn more about how they can help you with your financial needs.

Welcome to RHA Builders, Inc., your trusted partner in exceptional construction services located at 170 Professional Center Drive, Rohnert Park, California. As a premier general contractor, we specialize in high-end residential, multi-family housing, and commercial construction projects throughout the Bay Area of Northern California. At RHA Builders, Inc., we are committed to excellence, efficiency, and integrity in every project we undertake. With over 25 years of construction management experience, our team brings a wealth of knowledge and expertise to each endeavor, ensuring your project's success from inception to completion.

Welcome to East West Bank, located at 99 Pacific Street, Monterey, California. Established in 1973 by visionary leaders in Los Angeles’s Chinatown, our mission has always been to support immigrants who were overlooked by mainstream banks. This commitment remains at the heart of our operations as we continue to empower individuals and businesses in achieving their financial dreams. Discover "The Bridge," a compelling documentary by the East West Bank Foundation that celebrates 50 years of perseverance and success within the AAPI community. Join us in this inspiring journey that reflects our dedication to being a financial bridge between East and West.