Point Loma Advisors
Point
Loma Advisors collaborates with you to understand your financial
circumstances and values, and prepare a comprehensive financial plan
with recommendations. You have the option to retain Point Loma Advisors
to implement your plan, manage your investments, keep you up to date,
and be there to answer your financial questions.
Point
Loma Advisors believes that financial planning is an optimization
exercise that includes savings, investments, retirement plans, employee
benefits, taxes and insurance. We implement investment strategies with
passively managed ETF's and mutual funds with low expense ratios.