Edward Jones

2615 Pacific Coast Hwy Ste 223
Hermosa Beach, CA 90254

Located in the coastal city of Hermosa Beach, CA, Edward Jones Investments stands out as a financial services firm committed to assisting individuals, families, and small businesses in achieving their investment objectives and financial aspirations. Specializing in offering personalized guidance, they place a strong emphasis on tailoring solutions that span investment management, retirement and estate planning, and education savings programs. With a network of dedicated financial advisors spread across the nation, the firm places great importance on fostering robust advisor-client relationships through consultations and continual support, enabling clients to navigate life's various stages confidently.

At Edward Jones Investments, the focus is on providing individualized care to each client, steering away from a one-size-fits-all approach to deliver tailored strategies that cater to diverse investor needs. By prioritizing thoughtful planning and customization over generic, transactional interactions, the firm ensures that a wide range of investors can access comprehensive financial planning solutions that align with their unique goals and circumstances. Whether seeking assistance with investment management or preparing for retirement, Edward Jones Investments remains dedicated to making strategic planning accessible and effective for all.

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Holt Investment Advisors

Holt Investment Advisors

HistoryIn the early 1990's while I was still working at a broker/dealer firm, I had a client who was paying me a fee to manage his portfolio. My client didn't mind paying a fee when his portfolio was really performing, but, understandably, he greatly disliked the idea of paying any fee, if his portfolio didn't grow. That's when the idea came to my mind - what if I could offer portfolio management with a fee that matched the performance of the portfolio. Hence, I created Holt Investment Advisors in 1995 completely on the idea of offering qualified clients a fee-based-on-performance. As far as I know, I was first to offer a fee-only, based on performance service to private clients and we have been doing it ever since. I found that managing portfolios for a fee-based-on-performance had an added benefit: my clients didn't need to second guess my investment management decisions because they knew that it was in my best interest to serve their best interest. It put us uniquely on the same team!SpecialtiesKeith is a Fee-Only, Based on Performance Registered Investment Advisor. That means he is held to the highest standards and principles - he only gets paid if you make a profit. He helps his clients achieve their financial goals, while managing and growing their assets well into retirement and for future generations. He also specializes in Family Financial Planning and Counseling, Pension Fund & Retirement Plan Asset Management, and Employer Retirement Plan Management.

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