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Who We Are

We are an independent Registered Investment Advisor based in Orange  County, California. With clients nationwide, we provide independent  investment management and consulting services. We focus on managing  the assets of private individuals and their family investments to create long-term value.

Clients and Specialties

We work with a wide variety of individuals and families, trusts, foundations, small companies and retirement plans. Many business owners and small companies under utilize 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.

Integrity and Goal Driven

As a Registered Investment Advisor, we are pleased to be bound by professional standards of conduct and confidentiality that are more stringent than those required by law.

Our dedication to personal and professional integrity is why we operate as a “fee only” financial advisor, with complete fee structure transparency. This enables us to not suffer from potential conflicts of interest that plague many financial firms. We regard our clients as partners and put their interest first.

Our Goal

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.

Visit Andorra Investment Management Services page to learn more

Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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