We are an independent Registered Investment Advisor based in Orange County California. With clients nationwide, we provide prudent independent investment management and consulting services. We focus on managing the wealth of private individuals and institutional investors to help create long-term. value for our clients.
Independent Registered Investment Advisors are professional firms that provide personalized financial guidance and direction to their clients, many of whom have complex financial needs. Because we are independent, we are not tied to any firm, particular families of mutual funds or investment products. As fiduciaries, we are held to the highest standard of care, and are required to act in the best interests of our clients at all times. We are registered with the Securities and Exchange Commission.
A fiduciary is a professional entrusted to manage assets or wealth while putting the client’s best interests first at all times. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients prior to and throughout the advisory engagement. Fiduciaries adopt a code of ethics and fully disclose how they are compensated.
We work with clients to create integrated, efficient and personalized financial strategies and solutions. Clients with complex needs trust us to carefully examine and streamline their financial lives by ensuring that all the moving parts fit together and are working efficiently and harmoniously. In helping clients grow, preserve and transfer wealth, we tend to the details without ever losing sight of the big picture. Our consultative approach creates blueprints that our clients can use to rally all their professional advisors to pursue comprehensive, agreed-upon goals.
Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.
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.
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.
Founder & President
Kurt Stabel began his career in the investment industry at Paine Webber in Newport Beach California. This experience at a retail brokerage motivated him to move to an environment where he could focus more closely on client portfolios and perform deep fundamental stock research. While attending USC, he obtained a research analyst position with a Registered Investment Advisor in Pasadena, helping to manage over six hundred million dollars in client assets. This experience formed the foundation where he learned that managing a family’s assets and growing their wealth should be the primary focus of an investment advisory firm.
Later, Kurt co-founded Street Asset Management in Newport Beach and served as the firm’s Chief Investment Officer. During his tenure at Street Asset Management the firm was repeatedly ranked in "Nelson's World's Best Money Managers" as one of America's Top Money Managers due to the firms strong investment returns. During this period Kurt became a frequently quoted resource on capital market activity for the Orange County Register, the Los Angeles Times and Orange County Business Journal.
Kurt is a former trustee and board member of the Los Angeles Firemen’s Relief Association and served as Chairman of association’s Investment Committee, where he helped oversee an approximately one hundred million dollar portfolio. He was also a Board Member for the City of Los Angeles Deferred Compensation Plan and served on its’ Investment Committee. The city of Los Angeles has one of the largest deferred compensation plans in the nation with assets over three billion dollars. This experience has helped him develop a keep understanding of municipal finance, with an emphasis on the City of Los Angeles and its' deferred compensation plan, Deferred Retirement Option Plan (DROP) and defined benefit pension plans.
Active in local affairs, Kurt is currently a member of the Los Angeles World Affairs Council and University of Southern California (USC) Marshal School Alumni Association. He received his Bachelor of Science in Business Administration from USC with an emphasis in finance and is a Registered Principal, holding a Series 65 license. In his quest for continual learning, Kurt attends numerous educational conferences regarding investment and money management each year. He has obtained certifications in Portfolio Concepts and Investment Management from the University of Pennsylvania’s Wharton School.
We would be happy to talk with you and describe our services and see if our services are a goof fit.