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Work with FlexibleFolios

If you are looking for a new way to manage your investments, FlexibleFolios may be a just what you are looking for.  Before contacting us, please read the description of who we serve to see if we are a good fit for each other.  If you think there is a possibility we would be a good match then feel free to contact us for a no obligation interview.

Who we work with:

Having been an advisor since 1999, I've been fortunate to work with a great group of clients.  While each client is unique they all have similar traits:

  • Most clients are somewhat conservative investors that place high value in the safety of their investment plan and less emphasis on taking high risk in ordert to generate maximum return.
  • Patient, long term investors committed to having a globally diversified, multi-strategy investment plan. 
  • Have a good understanding of their investment plan, so they are able to stick with it regardless of what is happening in the global economy because they understand that the proper adjustments are being made for them by their experienced money managers.
  • Comfortable using technology in working with a financial advisor.  We are able to work with clients throughout the United States due to advancements in technology.

For your protection and safety of assets, all assets are held at an independent custodian.  FlexibleFolios never takes custody of clients assets.  All clients have 24/7 secure online access to their accounts. 

If you live in the Central California area, I would be glad to meet with you at our Visalia office.

Are we a good fit?

To maintain the spirit in which FlexibleFolios were constructed, we are dedicated to working with clients who have the ability to adapt to our investment philosophy.  If after reviewing the site and you feel our way of managing assets is right for you, I'd be happy to set a time to see if we can be of value to you.  To arrange an phone appointment please contact me at (855) 808-5145.

Thank you for taking the time to review our website.

All the best,

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