La Jolla Asset Management, Inc. - San Diego Business Website

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Company:	La Jolla Asset Management, Inc.
Web Address:	http://www.ljam.com
Address:	4350 Executive Drive #115San Diego, CA 92121
Phone:	(858) 453-9915
Type:	Money Management
Profile:	La Jolla Asset Management, Inc. (LJAM) is an investment advisory firm, founded in 1995. We develop and oversee portfolios of publicly traded securities, which are designed to meet the specific goals and risk preferences of an investor. Under the guidance of Robert Waltz, President, the firm managed more than $30 million in assets, in a combination of appreciation and income accounts, at the end of 2001. Our Comittment & Our Values Our business-based approach to investing was developed over the decade prior to the formation of the company. It reflects the principals’ extensive experience in business decision-making, personal investing and understanding investors’ needs. Instilling trust and confidence are core values of the firm. We accomplish this by only managing portfolios, which remain in the client’s possession, and utilizing a fee structure driven by the client’s success. Our Clients The firm’s clients are the growing community of individuals and institutional investors with long-range investment goals and investable funds of $100,000 or more. These investors recognize and value the time, discipline, objectivity and expertise required to professionally manage an investment portfolio.
Specialty:	Investment Process Many investment strategies rely on diversified model portfolios, such as mutual funds. By investing along a theme, model portfolios become a "one-size-fits-all" pool, with very little (tax) control by the investor. Their diversification quickly leads to adding less desirable securities, which result in dilution rather than protection. We do not believe that this is an effective response to investors` needs. La Jolla Asset management Inc`s systematic approach and flexibility from individualized portfolios are the keys to outperforming other investment strategies over the long-term. No short-term "trading vehicles" or derivatives are considered. Nor are foreign investments. As we believe that the best domestic corporations already participate in the global marketplace, while providing the safest haven against economic, political and currency volatility. The firm`s process builds and monitors portfolios of co-ordinated securities that are expected to meet the goals of a specific client. Throughout a portfolio`s life, each security held is continuously reviewed for changes in fundamentals that may require repositioning the investor`s portfolio. Repositioning of securities is sensitive to tax consequences and maintaining a clients highest after-tax value. A client’s relationship begins with the identification of the client’s investment goals and objectives, as they relate to time horizons, current (after tax) income desires, capital preservation requirements and risk preferences. This analysis allows us to allocate the client’s prospective portfolio(s) over our four (acceptable) risk profiles.
Locations:	4350 Executive Drive, Suite 115, San Diego, CA 92121-2116 Phone: 858 453 9915 Fax: 858 453 9985 Email: info@ljam.com
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Email: info@sdbusinessguide.com