Andrew Macleod, CA CPA
Registered Investment Advisor (California)

The principal of the firm, Andrew Macleod, a Chartered Accountant and Certified Public Accountant, brings over 20 years of experience from his career with Ernst & Young where he served as a partner in their Los Angeles Financial Services practice specializing in Investment Management. At Ernst & Young, Andrew worked with traditional and alternative asset managers including private equity firms, hedge funds and mutual funds serving affluent investors and financial institutions. Andrew has also passed the American Institute of CPAs Personal Financial Specialist examination and the Financial Industry Regulatory Authority (FINRA) Series 65 Investment Advisor Law examination.

Our Mission

Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. We will assist you in developing a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products and we are fully transparent in the advisory fees we charge. We do not receive any commissions as a result of any recommendations which we provide.

Our Firm

We have a remarkable range of talent and expertise varying from simple to complex financial situations. We offer expertise in all fields of wealth management and provide detailed customized financial plans with unparalleled customer service.

We believe that our combined knowledge and experience will achieve remarkable results for all of our clients.