Dear Clients and Friends:

Thank you for visiting our new Internet site. As an up-to-date business, we want to give you the opportunity to stay in touch with our company and our offers. A new content management system will enable us to always keep you up to date.

At present, our web site is still under construction. We are making an effort to present you with our entire spectrum of offers as soon as possible.  Check this site later, please.

In the meantime you can reach us at (949)-494-6820 or (949) 494-6868. We are looking forward to hearing from you. You can also contact us at our e-mail address: kirkhito@gmail.com  or   davidduttenhofer@msn.com.

If you are not familiar with our company and your first contact with us is online: We would be pleased to hear from you! Please let us know what your needs and questions are, we will be more than happy to help.

In brief, you should know the following about us: our company was established to enable a culture and regulation that supports the "Fee Only" & "Client First" approach to Portfolio Management and Financial Planning. David Duttenhofer, CFP and Kirk Ito have a combined 45 years of experience providing ethical/client needs driven, financial investment advise to thousands of individuals and small business. Our business is located at 1100 S. Coast Highway, Suite 210, Laguna Beach, CA, 92651.