Our clients require sophisticated and attentive asset management, in order to maximize their portfolios’ total returns in light of their risk tolerance. Oberstein Wealth Management Inc. constructs each investment portfolio after an exhaustive analysis of the client’s risk tolerance, investment objectives, and time horizon. After ascertaining these factors, we design an investment strategy to meet the client’s needs, based on this investor profile. The key to effective asset management is creating and maintaining a diversified investment portfolio that is designed to work for many years.
Oberstein Wealth Management Inc. exercises discretion over only the individual equities in our clients’ accounts. We believe that it is best for our clients to be involved in their investment decisions, and fully briefed on every portfolio recommendation we make. Thus, each client retains discretionary authority, and their approval is required for each investment transaction.
Oberstein Wealth Management Inc. is a Registered Investment Advisor (RIA), registered with the California Department of Corporations.
