Services, nec, nec, Business consulting, nec, nec
Cardiff Park Advisors
Cardiff Park Advisors is a fee-only investment advisor based in San Marcos, CA. They specialize in passive and index portfolio management, helping clients achieve their long-term financial goals through unbiased advice and a proven investment strategy rooted in Nobel prize-winning research. With over $2.2 billion in assets under management, Cardiff Park Advisors offers comprehensive wealth management services to individual investors, families, trusts, endowments, and businesses with $1 million or more to invest. Their experienced team provides full-service support and is registered with and regulated by the Securities and Exchange Commission (SEC). Cardiff Park Advisors is among a select group of advisors qualified to provide access to Dimensional Fund Advisors (DFA), a leader in passive investment research and fund offerings. They also recommend index funds and selected ETFs from Vanguard, Fidelity, and Schwab, as well as individual maturity fixed income securities for laddered maturity portfolios.Generated from the website
