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The returns on your investment are maximized when we take care of all the risks.
AFO Southern California is here to maximize the returns and minimize the risks on your investment. We do this through calculated portfolio diversification that will get you the results you are looking for.
We center each portfolio around the U.S. Stock Market because domestic equity is widely known as the most efficient marketplace to invest in. Then, we complement each portfolio with less efficient markets like small capitalization equity, fixed income, and international equity. The addition of these provides opportunities for alpha generation.
AFO Southern California also believes that alternative investments are the best opportunity to add alpha to a portfolio while generating diversification benefits. “Non-traditional’ investments include:
Arrowroot Family Office has expertise in alternative investments and privileged access to deal flow in private equity and direct real estate participation through our integrated platform and extensive industry contacts. By using all of these vehicles, we can capture the most efficient risk-adjusted returns.
From these asset categories, we narrow them down to asset classes, which we can use to create a diversified portfolio for you that captures the risk you are willing to take.
Diversification is a key component of each portfolio and is what allows us to reach your investment goals.
We acknowledge that investment management can be a confusing and overwhelming process, which is why your advisor will be with you every step of the way. Our first and foremost priority is you!
over 15 years experience. Ben has been in the field of financial services and investment management since 2002. He earned a B.A. from the University of California, at Berkeley and is a CFA® charterholder. Mr. Porras has also passed Part 1 of the Financial Risk Manager (FRM™) exam. Prior to joining Arrowroot Family Office, he served as Vice President at EP Wealth Advisors where he advised affluent individuals, businesses, and non-profit organizations in a CFO/Trusted Advisor capacity, including in the areas of investment management, taxes, estate planning, insurance, and lending.
Prior to EP Wealth Advisors, he served as Vice President Financial Consultant at Charles Schwab (NYSE: SCHW) in Century City, CA. While at Charles Schwab, Ben consulted and advised clients on assets totaling more than $500 million. He also served as a dual employee of both Charles Schwab Bank and Charles Schwab & Co. He was ranked the number one Financial Consultant in his first full year at Charles Schwab, and in 2005 was also chosen as one of three Financial Consultants to participate in the Denver Management Conference to develop Schwab’s new 2005 business model.
Outside of work, he enjoys singing, playing the guitar and composing his own music. He is extremely passionate about food and wine and in 2007, he passed the Level 1 Sommelier Exam through the Court of Master Sommeliers.
We have sufficient knowledge and experience in all kinds of estates (mini, medium, or large).
We pay attention to every detail of your preferences.
Your goals and aspirations are our primary concern, and we, therefore, guide you to maneuver through the whole process.
Estate planning is vital to eliminate doubts, uncertainties, and disagreements that usually greet the death of a person without an estate plan or will.
To avoid this, a good succession plan is inevitable.
As renowned financiers, we stand in a fiduciary relationship with our clients and provide adequate information for reliance. We are responsible for the results of all plans and investments made based on our advisory functions. Hence, we take the utmost duty of care in all our dealings.
We manage your budgeting through effective control of your portfolios. One of the reasons people invest is to save against the time incapacitation sets in. Other than death, one may be incapacitated by an illness or old age, which may degenerate into forced financial dependence. Adequate planning and management would prevent this.
Good management of your portfolio means a good investment and excellent yields. We manage your wealth for proper multiplication. It is one of the most straightforward jobs for us to do.
A good plan for the future starts from the present. We will take adequate care of your estate planning according to your demands. We provide advice that yields excellent results and takes proper care of your estate.
Our goal is to preserve your resources to avoid wasteful spending and guarantee lifetime financial insurance. Your portfolio is of esteemed importance to us and which we diversify for efficient holding and security. We employ technological tools in our modes of operations and involve strategic planning for scoring you a perfect estate plan.