We provide unique, academically sound investment solutions to private investors. Our commitment to the Free Market approach to investing makes our strategies vastly different from the typical retail approach.

• FIRST:
  The Financial Coaching Group is a Registered Investment Advisor, licensed and regulated by the SEC. “FCG” works throughout California to provide institutional-grade portfolio management and investment management services to individuals, families, retirement plans, insurance companies, CPAs, attorneys, and institutions.
• SECOND:
  We are established to serve the needs of investors by providing quality investment services delivered through experienced financial coaching.
• THIRD:
  We utilize Free Market Investing strategies based on Nobel Prize-winning economic theories.
• FOURTH:
  This disciplined approach to lifelong investing provides our clients with the academic foundation upon which to achieve peace of mind regarding investments.
• FIFTH:
  We achieve this by investing in globally diversified portfolio of low-cost, institutional asset class funds, selected for your specific risk tolerance and circumstances.
• SIXTH:
  We choose asset classes based on low correlation to each other so that they are less likely to move in tandem. This strategy provides better diversification as asset classes move in opposite cycles with the objective that losses in one asset class may be offset with simultaneous gains in other asset classes.

Click here to see the Top 5 Reasons that individual investors work with us