Little Beach Investments LLC

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

HistoryThe company has been offering portfolio management, based upon a business method patent for selecting stocks, issued in 2007. Each client's account performs like a customized personal mutual fund, tailored to the client's goals and risk tolerance. In 2012, the company added accredited investor crowdfunding for technology firms and commercial real estate companies.SpecialtiesOur competitive advantage in managing investment accounts is our skill in selecting technology stocks that fit our client's risk tolerances and time horizons. Our strength is combining technology stocks with debt investments to obtain higher returns, with less risk. Our method of investing obtained a patent in 2007, and our performance, for real-life clients, was audited for a 10-year period to confirm and verify our method.