Andorra Investment Management is an independent and privately held Registered Investment Advisor headquartered in California. The firm was founded with one overarching goal in mind, provide unbiased, conflict free, independent financial advice and investment management services to our clients. Andorra was founded by Kurt Stabel.
This goal drives us to seek out solutions for our clients that serve their best interests. Our background in financial markets makes us careful stewards of capital and wary of following the flavor of the month. We have a strong sense of personal responsibility and strive to create long-term value for our clients.
More that just a name, Andorra is a small country in Europe that has a long history of independence in Continental Europe. In the past, the country's reputation as a tax haven with strong banking secrecy laws have made it a destination for international wealth. While other countries such as Switzerland and Liechtenstein have garnered more tax scrutiny in recent years, Andorra continues to enjoy a reputation as a low profile offshore financial center.
We work with a wide variety of individuals and families, trusts, foundations, small companies and retirement plans. Many business owners and small companies underutilize SEP IRAs and Defined Benefit Plans. Defined Benefit Plans can be powerful tools for professionals to save on current taxes and build substantial retirement dollars. Business owners and self-employed individuals often under save and put off planning for retirement. There are many tax-advantaged tools that we can help you employ to defer taxes. Whether you are planning for retirement or already retired, we can help.
We also have a special understanding of the financial needs of fire fighters and police officers in Los Angeles and Orange Counties: Andorra Investment Management is fully versed in the specialized areas of deferred compensation, Deferred Retirement Option Plans (DROP), as well as the overall planning for and managing of Police and Fire Department pensions.
To effectively protect and grow client assets, while simultaneously reducing risk through strategic asset allocation and a disciplined investment process—always highly tailored to each client’s personal preferences and objectives.
Our primary objectives are to help protect you from potential investment risks and to preserve the wealth that you have accumulated. Equally important, our second objective is to help you grow your assets through strategic asset allocation with an emphasis on income enhancement.