Ventura Advisors
21860 Burbank Boulevard
Suite 100
Woodland Hills, CA 91367
About Us
Ventura Advisors is a Fee-Only wealth advisory firm that combines prudent investment management and custom financial planning to enable its clients to identify and achieve their goals.
As fiduciaries, we are dedicated to putting your interests first.
We first learn about your current situation, your personal aspirations and hopes for your loved ones, and your expected resources and obligations. We then craft and execute a unique strategy that is tailored to your situation.
We understand that during the course of our relationship, your circumstances will change. Therefore, we will monitor your situation over time and adjust our strategy as appropriate. We are available to you on an ongoing basis to help you make the financial decisions that periodically arise.
Our only compensation comes from you, so you are assured that our recommendations are unbiased and motivated solely by our desire to do what's best for you.
We use institutional investment techniques in executing our strategy, and your portfolio is deliberately crafted with investments that are generally unavailable to the public. Ventura Advisors' investment portfolios are based on the theories of Nobel prize-winning economists, and consists of assets that are chosen for their ability to increase your expected return and/or lower overall portfolio risk.
Foremost, we believe in managing risk. Assuming too much risk may result in intolerable losses, and assuming too little risk may provide insufficient growth.
We are cognizant of fees, because we believe that fees ultimately reduce investment returns and retard the growth of your assets. We are mindful of tax-efficiency, because the longer that you defer paying taxes, the longer your dollars grow for you.
With practical experience managing investment portfolios, working with charitable trusts, and analyzing investment real estate, our staff is uniquely qualified to offer financial advice and provide investment management services to individuals, trustees, and small institutional clients.
Wealth Management
At Ventura Advisors, we believe that financial success is achieved by combining sound investing with sound planning. Neglect of one diminishes success in the other.
For each client, we develop a financial strategy that is unique to his or her circumstances, and then execute that strategy with the best available investments and services. In many cases, the investments that we use are reserved for institutional investors and are unavailable to the individual investor.
To ensure that your strategy is appropriate for you, we engage in a 4-step process:
1. Client Needs Assessment
2. Financial Strategy
3. Implementation
4. Monitoring
Investment Strategy
We utilize institutional investing techniques to create an investment portfolio that is designed to balance return with an appropriate level of risk.
Large institutions understand that investment markets are efficient and that the current prices of investment assets reflect the market's expectations for the assets. Given that assets are fairly priced, it is nearly impossible to consistently beat the market with superior stock picking.
While there are examples of fund managers who have substantially outperformed their peers over time (Peter Lynch, former manager of Fidelity's Magellan Fund is a good example), the laws of probability and the sheer number of fund managers dictate that a few should have stellar performance. The difficulty is identifying those managers in advance.
Instead of relying on luck to pick the best performing managers, we believe it is better to rely on those things that are under the investor's control:
- Risk Management
- Cost Control
- Tax-Efficiency Unique
- Opportunities
We look forward to serving your financial needs!
NAPFA: The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.
Please be aware that Ventura Advisors has a portfolio minimum of $500,000 to accept inquiries through this directory.
