Realty Source, Inc. is one of the fastest growing real estate companies in California. The corporate office is situated in San Diego, with other virtual office locations in Los Angeles, Orange County,San Francisco, Sacramento, Southern California, Northern California, and Riverside /San Bernardino. Further, partnership arrangements have enabled us to have office locations in several key areas in Southern California to support our agents. Our backbone is the hundreds of independent real estate agents who work from their home. Hence, we offer them the business address they need in their area for meetings, REO accounts, and other real estate related matters. However, our entire approach to the real estate business in California is a completely new version of the 100% commission structure known to many real estate agents. We ensure that the hard working agents earn more than what would normally be possible for them with conventional real estate companies. Due to this totally different outlook from our part, our commission plans are the highest in California.
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.
Disclaimer: Decision Investments does not charge any commissions and is a strictly FEE-ONLY advisor.
Industry regulations prohibit endorsements or testimonials for Decision Investments, or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services are offered by Decision Investments, a Registered Investment Advisor in the State of California.