As Seen, Read, and Heard On...
Our insights on economics, capital markets, and the financial advisory industry have appeared in business publications globally and TV/Radio nationally.
Recognized as an Industry Leader
As a multi-year Five Star Wealth Manager award recipient, we are recognized as a top ranked wealth manager in the metropolitan Los Angeles area.
[For full award methodology and selection process disclosures, please click the button below.]
Bestselling Dummies Author & Forbes Thought Leader
Partner with a firm founded and principled by a globally recognized financier, who's unique insights and perspectives have guided prudent portfolio decision-making for financial advisors and retail investors since 2005.
FOR ADVISORS
Delivering turn-key operational and portfolio management support for financial advisors who demand proven intellectual capital for their clients. Our financial advisors leverage an audited, verified performance history reflecting allocation decisions made over time.
Our proprietary "Three C's" framework (as detailed in our Founder's bestselling book, Success as a Financial Advisor For Dummies (© 2018 Wiley)) guides the firm's financial planning approach, process, and philosophy.
Learn more about how we can elevate your practice.
FOR INVESTORS
Since our founding as a one-person financial advisory practice in 2005, we have been delivering results to high net worth families, corporate executives, endowments, and retirement plans through customized planning and in-house investment research and strategies.
Our first priority is assessing your current asset architecture, goals, and obscured risk exposures. We evaluate these in the context of your overall financial situation and relative to our forward-looking market outlook.
Learn more about how we may serve you.
AWAIM® (HK) LIMITED - Global Research Evolved
Our expansion to Hong Kong in September 2025, established through this separately licensed entity, is driven by our passion to deepen our global macroeconomic perspectives. This on-the-ground presence in a key Asian financial hub provides direct access to regional insights, enhancing our research capabilities in pursuit of delivering better outcomes for our U.S. investing clients.
[AWAIM® (HK) LIMITED operates under the regulations of Hong Kong Securities and Futures Commission (SFC) as a licensed company in Hong Kong for Type 9-Asset Management regulated activities. Investment services offered by the Hong Kong entity are not intended for, and are not offered to, U.S. persons. AWAIM® (HK) LIMITED has notice filed with the SEC as a Participating Affiliate of AWAIM®.]