TEL 949.478.3512

Adding to Your Financial Growth and Strength

Our Principles

We believe our clients uniquely benefit from our Fiduciary Capital Advisory Principles, setting us apart from many of our peers:

  1. Acting as a fiduciary and serving only clients' best interests.

  2. Independent & unbiased approach by our partners, aligning interests with clients.

  3. Enduring relationships built on integrity, discretion, and service.

  4. Proven and dedicated client teams led by a partner, that integrate independent, local, and global knowledge.

  5. ​Assigning great importance to client priorities to grow business interests and build capital.

  6. Best-in-class third-party client asset custody to insure transparency and safety of client assets.

  7. Offering a simple and transparent fee structure and not working on commission like brokers and salespeople.

Our Clients

  • Individuals and families

  • Successful entrepreneurs

  • Business owners​

  • Real estate operators

  • Qualified and non-qualified retirement plans

  • Foundations, endowments, trusts​

How We Are Different

  • Big-Picture view, Long-term focus

  • Fiduciary advice, Unconflicting Relationships

  • Personal attention, Institutional resources

  • Customized solutions, Tailored Execution

  • Independent firm, Partnership owned

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Our Approach

Your financial picture is like a mosaic - a coherent picture when all the pieces fit properly together. An important part of our role is ensuring that the fit is there.

​​INDIVIDUALIZED STRATEGY: Following a detailed financial strategy discussion, we establish a customized investment policy statement including an asset allocation strategy reflecting your goals, tolerance for risk, & cash flow needs.

FUNDAMENTAL INVESTING : We believe one single strategy is not appropriate given varying objectives, tolerance for risk, changing markets, and a volatile global environment.

ABSOLUTE TRANSPARENCY: We are transparent in every aspect of our client relationships, including complete disclosure regarding the fees for our investment services. 

INSTITUTIONAL RESOURCES & TECHNOLOGY: We rely on a best-in-class suite of resources and technology tools in order to offer asset management advice. ​

our story

Our Founding Partners

Armen A. Grigorian, Managing Partner
Curtis E. Hollowell, Managing Partner​

​​We are a partnership-owned independent asset management and advisory firm, driven by an entrepreneurial vision, innovation, and independence.  

We were founded to help manage financial strategy and assets of a successful entrepreneur and his family with extensive property and business interests. 

Today we serve a larger group of individuals and families, entrepreneurs, and organizations.​