Annadel Capital
899 Northgate Drive
Suite 302
San Rafael, CA 94903
Who We Are
At Annadel Capital, we address a full range of financial issues, including:
- Investment Advisory Services
- Tax Consulting and Advisory
- Retirement Analysis and Planning
-
Estate and Succession Planning
Our Independent Fee-Only Approach
Most everyone has a story dealing with financial issues, and each story is unique.
However, these stories share common characteristics: letting emotions influence critical financial decisions, chasing last year's winners and other of-the-moment financial products, and relying on faulty "rules of thumb." Many of these pitfalls are positioned as "strategies" by Wall Street and the mass media.
With our help you avoid these pitfalls by implementing a superior management/planning process based on knowledge, purpose and discipline.
Who We Serve
We have locations in and are serving Marin and Sonoma counties.
Many of Annadel's clients share the following characteristics:
- Have $300,000 to $800,000 or more to investment assets, with a net
worth of more than $1,000,000 - Work with and value the opinions of professional advisors (CPA,
Attorney, etc.) - Have important financial goals and varied interests
- Optimistic about the future and don't live in the past
- Family and relationships are important to them
- Don't have the time and/or interest in managing their finances on their
own - Comfortable using email and the internet for communication and
information
The Planning Horizon
Our four-step process is methodical and easily understood. We call it the "Planning Horizon," and each step is a careful collaboration with the client.
- Discovery Leading to Clarity: Determining "what" and "why"
- Creative Solutions Leading to Decisions: Selecting "who" and "how"
- Implementation Leading to Results: Measuring outcomes
- Management Leading to Confidence: Monitoring and overseeing the continued success of your choices.
Our four-step process provides you with the framework you need to make smart financial decisions.
Jed Cooper
Jed graduated from Brigham Young University with a B.A. degree in 1974. In 1976, he received his master's degree in international business from The American Graduate School of International Management (Thunderbird).
He began his career in financial services with Bank of America in 1976. In 1978, he joined Dean Witter (now Morgan Stanley), where he worked as Vice President of Investments. From 1978 until 1998, his career with Wall Street firms also included Sutro & Co. (now RBC Dain Rauscher) and Kemper Securities (now Wachovia Securities), where he worked in the same capacity.
His work as Vice president of investments with these various financial services companies primarily involved creating and monitoring portfolio strategies for high-net-worth individuals. In 1998, Jed drew on his Wall Street background to co-found, along with Gregg Smith, an independent, regional Registered Investment Advisory firm.
Gregg Smith
Gregg graduated from the University of California, Berkeley in 1975 with a B.S. degree.
He is an AICPA Personal Financial Specialist and holds an active Certified Public Accounting license in California. After finishing at Cal, Gregg began his financial services career with the international accounting and consulting firm of Ernst & Ernst (now Ernst & Young). Working in an independent regional CPA firm in 1986, Gregg was accredited as a financial planner and directed the investment advisory department within the accounting firm until 1998.
Within the accounting firm he also acted as managing partner from 1993 until 1998. As a pioneer in asset management as a CPA, Gregg has extensive experience in asset selection and financial planning.
With over 60 years' combined experience in the financial world, Gregg and Jed are uniquely positioned to help clients plan for and make smart investments.
Please be aware that Annadel Capital has a portfolio minimum of $250,000 to accept inquiries through this directory.
