Cardiff Park Advisors

Description

• Cardiff Park Advisors is an independent, fee-only, full service investment adviser registered with and regulated by the Securities and Exchange Commission (SEC). We customize passively managed, broadly diversified stock and bond investment portfolios to meet your needs for low fixed fees. As experts in passive and index investment management, we counsel clients to invest in stock and bond index funds and fixed income securities. Individuals, as well as trusts, endowments, retirement plan sponsors and businesses entities are among our clientele. Cardiff Park is among a select group of advisors qualified to provide access to Dimensional Funds (DFA), a leader in passive investment research and fund offerings. We also recommend Vanguard funds and selected Exchange Traded Funds as well as CDs, Treasuries, Corporate and Municipal bonds for individual maturity laddered fixed-income portfolios. Whether you are retired, approaching retirement, or accumulating for retirement, a combination of our smarter strategy and low fixed annual retainer allows you to keep the lions share of what the market delivers over time. We welcome initial 15-20 minute phone calls so that we may preliminarily assess your investment needs, how we can support your requirements, and provide an estimate of costs, including our adviser fees. 888-332-2238
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  Headquarters:338 Viaduct Vera Cruz Suite 240, San Marcos, California, United States

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  Phone Number: +1 760-635-7526

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  Website: https://www.cardiffpark.com

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  Employees:2

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  Revenue:$1 - 10M

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  Legal Name:Cardiff Park Advisors

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• |  NAICS Code: 523930  |

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