Libbie Agran Financial Svc

Description

Libbie Agran Financial Services is a Santa Monica-based wealth management firm with over 30 years of professional experience . We specialize in wealth management for high net worth individuals including their families, trusts, and foundations. Our minimum for new accounts under management is $500,000 per client.

We have over 30 years of professional experience and an understanding of the unique issues facing wealthy individuals. We distinguish ourselves through the quality of our services, the depth of our relationships and our ability to develop custom designed investment portfolios.

We develop custom designed investment portfolios for each client to match the goals for life stages such as funding education, marriage, retirement or planning for inheritance. Additionally, we offer a high level of personal attention to assist our clients in developing financial security.

Our investment strategy focuses on generating a sustainable total return in our client portfolios. We develop client portfolios consisting of a balance of growth assets (high quality common stocks) that provide growth of principal through capital appreciation and investment income (dividends). The growth allocation of client portfolios is balanced with diversified holdings in income assets (bonds and income producing stocks such as real estate investment trusts and utility stocks).

Libbie Agran is Senior Advisor of Libbie Agran Financial Services. She has over 35 years of experience in financial planning and investment management.

Fact sheet

Company contacts

Companies nearby