In today's complex world of investment opportunity, even the most knowledgeable investors find it difficult to develop and implement a well-structured investment plan on their own.  As experienced investment professionals, Little Business Wealth Advisors is committed to understanding your unique needs, and providing the time and resources to formulate a prudent investment strategy to help protect and grow your wealth. 

We offer full range of investment services and products to better serve our clients.  Our Multi-Manager Account Programs are for the client who wants professional management, diversification, comprehensive consolidated reporting.  We also have the Separate Account Program  for those high net worth clients who desire personalization and tax efficiency.  And, of course, we have access to hundreds of mutual fund families, exchange traded funds (ETF) and publically traded securities.

Through the Independent Broker/Dealer chanel we have utilized many unique investment solutions that set us apart from the tradtional brokerage firms in the Fresno/Clovis marketplace.  Since going independent we have placed our clients in such diverse, non-correlating investments as:

  • Non-Traded Real Estate Investment Trusts (REIT)
  • Private Oil and Natural Gas Drilling Programs
  • Secured Note Programs
  • Equipment Leasing Programs
  • Business Developement Company (BDC)  

We believe in the power of diversification.  Markets go up and markets go down, sometimes in the same day.  Diversifying your assets accross several asset classes and utilizing non-correlating assets makes sense in these uncertain times. 

It is important to note that all investing involves risk (be it Market risk, Interest Rate risk, Default risk, Liquidity risk, Concentration risk, Inflation risk, etc).  You can reduce the level of some risks through diversification, but not all. 

If you would like ideas on how we can help you with your investment portfolio, please give us a call to set up an appointment for a complete analysis. We will look at all the major aspects of your financial life, including your specific values and goals as well as your time horizon, income and liquidity needs and ability and willingness to take risk.  Together, we will define your personal definition of financial success and work with you to translate this into prioritizated goals.

We look forward to working with you in planning for better financial tomorrow!