Court Investment Services
Investment Management - Newport Beach, California, United States
Court Investment Services Employees
Court Investment Services Details
We are an independent, fee-based, boutique investment firm that focus exclusively on working with attorneys and fiduciaries. We adhere to the fiduciary standard which means we put you and your clients interests first. We don't earn commissions, don't charge hidden fees, don't sell credit cards, and don't pressure you into buying any other financial products that you don't need, want, or understand.Our mission is to serve as a trusted advocate and advisor, delivering unbiased and unconflicted advice while providing a first class client experience that adds substantial value with a clear, competitive straightforward pricing structure. We believe in building a long-term relationship with our clients and trusted professional partners, to achieve a common goal of prudent investment management.As a client or attorney, your time is extremely valuable and we hear first hand the challenges in dealing with local banks and investment companies that might not be as familiar with specialized court accounts, documents, and paperwork. Some of these accounts would include Estates, Special Needs Trusts, Settlement Trusts, Family Trusts, Conservatorships, Guardianships, IRA's, 401k's and more. Our service is proactive and process driven. We strive to earn your trust and confidence over time. Meeting the unique needs of every client every day with a laser-like focus on delivering results not promises is how we define success.
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