Los Angeles CPA Wealth Management

Investment Advisory

investment management

DiBernardo & Company, P.C. specializes in creative investment management solutions for high net worth individuals. We possess the skills, experience, and methodologies to effectively monitor your investments and respond quickly to changing market conditions.

When you turn to us for investment advisory services, we strive to understand your complete financial picture in order to build a balanced portfolio around your financial goals, investment style, and risk tolerance. We will oversee your account and make adjustments to rebalance your portfolio in order to take advantage of new opportunities and minimize tax implications. Our aim is to protect and enhance your wealth through proven strategies that will strengthen your overall financial position and help you reach your long-term financial objectives.

Call us now at 424-570-5793 to learn more or request a consultation online and we'll contact you to explain how we can efficiently manage your investment portfolio.

Investment management services include:

  • Creative investment management strategies
  • Developing a personal diversified portfolio
  • Investment research and due diligence
  • Investment monitoring and performance reporting
  • Long-term financial forecasting
  • Ongoing investment advice
  • Risk management
  • Tax strategies for high net worth individuals