Decision Investments, Inc. Information

We are a registered investment advisory firm founded in 2007 based in La Jolla, CA. We specialize in active Portfolio Management and Financial Planning for high net worth individuals and institutions. We act as a fiduciary on assets for wealthy individuals, businesses, non-profit organizations and foundations. Our role as fiduciary means we are under legal obligation to provide the most prudent advice based upon our experience. It also means we are required to focus on our clients needs and to align ourselves with their interests while maintaining the highest level of integrity. Our approach is holistic and tailored to each client. Our objective is to maximize each client's goals and help them secure a promising future. Our success begins with a thorough understanding of your unique needs. Only then can we develop a written portfolio plan for you that will properly balance your risk tolerance and return expectations. From there we use trend-following strategies to actively manage your portfolio within the ranges for each asset class pre-determined in your plan. We do not simply buy and hold a static allocation and hope for the best. Decision Investments does not charge any commissions and is a strictly FEE-ONLY advisor