Tasia Sevilla, CFP

HistoryJim Gamble's vision in 1956 was to create a firm that could do more than exclusively offer portfolio management advice. He wanted the firm to be a family office that could serve as a resource for our clients in the numerous other areas of their finances as well.SpecialtiesPortfolio Management

Flaherty & Crumrine Inc is a Pasadena-based firm that specializes in preferred and contingent capital securities, offering a range of closed-end funds and mutual funds to both retail and institutional investors. Their securities, which have characteristics of both bonds and common stock, provide investors with fixed or floating dividends and preference over common stock in dividend payments and company asset liquidation. With a focus on traditional preferred securities, Flaherty & Crumrine Inc offers investment options that pay fixed or adjustable-rate dividends and have a liquidation preference equal to the original purchase price. These securities can be structured differently for retail and institutional investors, with retail securities listed on stock exchanges and institutional securities traded over-the-counter. While preferred securities may have a final maturity date, many are perpetual in nature, allowing issuers to extend maturity or defer principal payments without adverse consequences. Preferred shareholders typically do not have voting rights in corporate matters.Generated from the website

Financial Network Investment Corp is a financial services firm based in Pasadena, CA, specializing in investment management and financial planning for individuals and businesses. With a focus on personalized strategies and long-term financial goals, the company offers a range of services to help clients navigate the complexities of the financial markets. Generated from their business information