The founder, Mark Olhoeft, has designed a truly unique and first-class service based on 20 years of providing comprehensive tax, investment and financial planning services to individuals and investors. For the last six years, Mark was the Chief Financial Officer for Seabury Venture Partners in Burlingame, CA. Simultaneously, he was responsible for the management of a Family Office and a Private Family Foundation.
The services he provided included all financial, accounting, income tax planning and compliance, as well as investment oversight. Prior to joining Seabury Venture Partners and his management of the Family Office, he spent 8 1/2 years at The Ayco Company, L.P. in Irvine California where he was a Principal and Senior Account Manager. At Ayco, Mark was responsible for providing comprehensive, professional services which included financial counseling, tax return preparation, asset management and estate planning services.
In addition to the above and early in his career, Mark practiced as a tax associate at Coopers & Lybrand in Newport Beach, California, focusing on a wide range of tax and financial planning issues.
The services he provided included all financial, accounting, income tax planning and compliance, as well as investment oversight. Prior to joining Seabury Venture Partners and his management of the Family Office, he spent 8 1/2 years at The Ayco Company, L.P. in Irvine California where he was a Principal and Senior Account Manager. At Ayco, Mark was responsible for providing comprehensive, professional services which included financial counseling, tax return preparation, asset management and estate planning services.
In addition to the above and early in his career, Mark practiced as a tax associate at Coopers & Lybrand in Newport Beach, California, focusing on a wide range of tax and financial planning issues.
Services
Therefore, our approach is to build a balanced portfolio using core and asset class funds in collaboration with Dimensional Fund Advisors (DFA).
We design portfolios to help our investors capture what the market offers in all its dimensions.
We see markets as an ally, not an adversary.
Rather than trying to take advantage of the ways markets are mistaken, we take advantage of the ways markets are right—the ways they compensate investors.
Core and asset class strategies have been developed that provide structured exposure to specific risk factors.
We design portfolios to help our investors capture what the market offers in all its dimensions.
We see markets as an ally, not an adversary.
Rather than trying to take advantage of the ways markets are mistaken, we take advantage of the ways markets are right—the ways they compensate investors.
Core and asset class strategies have been developed that provide structured exposure to specific risk factors.
We are a fee-only comprehensive wealth management firm that offers objective and personalized financial planning, income tax planning/preparation, and portfolio management services.
The firm is a Registered Investment Advisor (RIA) in the State of California.
We undertake analyses and develop recommendations that address one or more specific planning concerns specified by a client.
Asset Management: We establish goals, risk management, asset allocation, portfolio construction monitoring, review, and rebalancing.
The firm is a Registered Investment Advisor (RIA) in the State of California.
We undertake analyses and develop recommendations that address one or more specific planning concerns specified by a client.
Asset Management: We establish goals, risk management, asset allocation, portfolio construction monitoring, review, and rebalancing.
The single greatest way we add value is to give our clients what we call a successful investment experience.
That means more than getting clients to their goals.
It means that we help minimize or even eliminate the stress they feel about the investment process.
Our role is not to create wealth.
No investment advisor in the history of the business has ever created wealth because wealth is not generated by moving money from stock to stock, sector to sector, or market to market.
Wealth is created by millions of entrepreneurs, executives, managers, laborers, and other workers who build companies, run companies, and together help make the economy grow.
That means more than getting clients to their goals.
It means that we help minimize or even eliminate the stress they feel about the investment process.
Our role is not to create wealth.
No investment advisor in the history of the business has ever created wealth because wealth is not generated by moving money from stock to stock, sector to sector, or market to market.
Wealth is created by millions of entrepreneurs, executives, managers, laborers, and other workers who build companies, run companies, and together help make the economy grow.
Donor advised funds (DAFs) and private foundations both offer a way to make significant charitable gifts over the long term.
By comparison, DAFs offer simplicity and low costs, while private foundations allow additional control over gifts and investments.
Get the most favorable tax treatment - Take an immediate tax deduction for each contribution And because the Gift Fund is a public charity.
Donate securities that provide the most tax benefit - Eliminate capital gains tax on gifts of long-term appreciated securities.
By comparison, DAFs offer simplicity and low costs, while private foundations allow additional control over gifts and investments.
Get the most favorable tax treatment - Take an immediate tax deduction for each contribution And because the Gift Fund is a public charity.
Donate securities that provide the most tax benefit - Eliminate capital gains tax on gifts of long-term appreciated securities.
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