Educated Solutions

Malibu Wealth Planning (MWP) provides ongoing portfolio management services based on your individual financial situation, goals, and risk tolerance. MWP creates a plan to help select a portfolio that matches your specific needs. MWP generally limits its investment advice to mutual funds, fixed income securities, real estate funds, options, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and commodities, although MWP primarily recommends equity investment management almost exclusively handled by a sub adviser. MWP does not participate in wrap fee programs.