contact_us@cavesassociates.net  |  (310) 545-4179

Solid Foundations

Areas of Expertise

Caves & Associates provides comprehensive financial advice, including financial, retirement, and estate planning, and specializes in institutional quality investment advisory services.

Fee-Only

Custom Tailored Portfolio Construction

Management Style

Maximizing Returns and Broad Diversification

Asset Selection/Attention to Costs

Tax Management

Periodic Rebalancing to Maintain Each Client’s Risk/Return Profile

Prudent Use of Alternative Strategies

Inflation Protection and Diversification via Real Estate, Energy, and Commodities

Conservative Cash Reserves Strategy