|
|
| |
Sherman Oaks - Investment Mgmt |
Specialties: Financial Advisor / Wealth Management - Investment - |
|
Ara OghoorianPresident, CFA, CFP - ACap Asset Management Inc.
ACap is a Fee-Only financial advisory firm specializing in advising doctors. Whether in private practice, in academia, or part of a medical group, doctors can benefit from ACap’s financial expertise, so that they can focus on their patients, their businesses, and their personal lives. Because ACap works primarily with medical professionals, we better understand the unique needs and circumstances of our clients, and provide highly personalized and professional service.
|
| |
 |
(818)358-3823
(310)690-0303 Fax
|
|
 |
15260 Ventura Blvd
Sherman Oaks, CA 91403-5347 -
MAP
|
|
|
|
|
| Profession |
Investment Mgmt |
 |
| Specialty |
Financial Advisor / Wealth Management - Investment - |
|
| Group |
SO2 |
|
| Business Name |
ACap Asset Management Inc. |
|
| Title |
President, CFA, CFP |
|
| Address |
15260 Ventura Blvd
Suite 1200
Sherman Oaks, CA 91403-5347
|
|
| Work Phone |
(818)358-3823 |
|
| Fax |
(310)690-0303 |
|
| Web Site |
www.acapam.com |
|
| Linked In |
View Profile |
|
| Member Since |
10/2010
|
| |
ACap is a Fee-Only financial advisory firm specializing in advising medical professionals. Whether in private practice, in academia, or part of a medical group, we at ACap help doctors from all branches of medicine better manage their finances, so that they can focus on their patients, their businesses, and their personal lives. Because ACap works primarily with members of the medical community, we better understand the unique needs and circumstances of our clients, and provide highly personalized and professional service. In addition, our clients benefit from our institutional knowledge gained from working specifically with medical professionals.
Our clients are highly skilled professionals with busy careers, many have little time to manage their finances, or are concerned about paying too much in taxes; but most importantly, our clients seek a trusted expert rather than a salesperson disguised as a financial advisor from large banks and insurance companies. As an independent Fee-Only firm, ACap does not work on commissions, nor do we sell any products. Our only source of income is through our clients. We carefully monitor our clients’ investments frequently and ensure investments are commensurate with each client’s goals and risk tolerance. In addition, we are not wed to any investment banks, insurance companies, or mutual funds; as a result, we are free to offer our clients the best investments which are most suitable to their needs. Therefore, and most importantly, our advice is free from any conflicts of interest. Individual investors deserve independent and unbiased financial advice free from any conflicts of interests.
If you are a physician unsatisfied with your current financial advisor, or have never worked with a true independent financial advisor, we welcome you to contact ACap to schedule a free introductory meeting to see how ACap can provide you exceptional service.
|
| |
- Portfolio design and management
- Retirement planning
- Tax planning
- College and education planning
- Estate planning
- Individual Retirement Accounts (IRAs)
- 401k or employer-sponsored retirement plan advice
- Cash flow management
- Socially responsible investing
- Risk management
- Insurance review
- Personalized bookkeeping
|
| |
ACap is a Fee-Only financial advisory firm specializing in advising medical professionals. Whether in private practice, in academia, or part of a medical group, we at ACap help doctors from all branches of medicine better manage their finances, so that they can focus on their patients, their businesses, and their personal lives. Because ACap works primarily with members of the medical community, we better understand the unique needs and circumstances of our clients, and provide highly personalized and professional service. In addition, our clients benefit from our institutional knowledge gained from working specifically with medical professionals.
|
| |
ACap has clients throughout the U.S. and in Asia.
|
| Social Clubs |
Toastmasters and tennis
|
| |
|
|
| Charities |
World Children's Transplant Fund (board member)
|
| |
|
|
| Graduate Degrees |
CFA Charterholder
CFP
|
| |
|
|
| College Degrees |
BS in Finance
|
| |
|
|
Speaking/Teaching
Experience |
US Department of the Treasury and the Federal Reserve Bank.
|
| |
|
|
| Organizations |
CFA Insitute, NAPFA, FPA
|
| |
|
|
| License Number |
aoghoorian@acapam.com
|
| |
|
|
|
|
|
|
|
