Mark Markland, CFP®

CA Insurance License #0720589





Saba Candari, CWS®

CA Insurance License #0K19448



A disciplined approach, a comprehensive financial solution, and the security of a long-term relationship

We use a disciplined consultative process to create customized, actively managed strategies and portfolios that help you meet your individual objectives while at the same time manage risk. Our investment process is centered on Strategic & Tactical asset allocation — your optimal combination of stocks, bonds, cash, and more specialized investments to provide growth and income at a level of risk you feel comfortable with.

Our approach also allows for seamless coordination with your existing advisor relationships — accountants, tax advisors, and lawyers — to ensure your investment, tax, and legal plans work together in todays complex financial environment.

We're committed to providing the highest level of service and expertise to you and your future generations. Daily monitoring of your portfolio and ongoing review of your long-term financial strategy allow us to anticipate and adjust for both market trends and economic conditions, and your changing needs and significant life events — to help you address your financial goals at every stage of your life.

Please send us an e-mail to request our book -

"The Art of Investing & Portfolio Management,"
McGraw Hill, 2005
   Foreword by Mark Markland, CFP® & Rick Newman, Ph.D