Southern California Wealth Management Associates

Southern California Wealth Management Associates (SCWMA) offers ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. SCWMA creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. SCWMA generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements. SCWMA does not participate in wrap fee programs.