Monoceros Capital Management is a Registered Investment Adviser based in San Diego, California. We are committed to our fiduciary responsibility and strive to put our clients' interests first. It is because of this responsibility that we are structured as a fee-based firm that does not charge transactional commissions. At Monoceros Capital we design and implement Financial Plans, Investment Portfolios, and Retirement Programs for individuals, non-profits, and businesses. We believe in the importance of transparency, quality research, and long-term relationships.
We realize that investors have many concerns, such as; what to invest in, how to identify risk, how much to save for retirement, and in what manner to distribute principal and earnings to maximize tax savings. We work to provide clients with the outstanding stewardship they deserve by addressing these and other issues in order to maximize the efficiency of their investment portfolios.
Our Core Beliefs:
- -Succesful investing requires having a well constructed plan and as importantly the disclipine to execute this plan
- -Each investor is unique and should have an investment portofolio that is tailored to their current cirmunstances as well as their personalities
- -Tax efficiency should play a very important role in the strategy we choose
- -A client's existing mix of assets should be carefully considered before making any new investments
- -The balance between the risk and potential reward of investment assets must be consistently monitored to make sure they are in line with current market conditions
- -Transaction charges should be carefully managed to maximize efficiency of long-term investments
Contact us today to schedule a free private consultation.
We look forward to exceeding your expectations. |
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