What Is The CFA Designation?

The CFA designation is widely considered the investment profession’s most rigorous credentialing program and has been referred to as a “gold standard” by the Economist and Financial Times, and Business Insider refers to it as “Wall Street’s Hardest Exam” (source). See this video to find out what your investment manager had to go through in…

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Watch Our Video

Are you looking for help with your investments, but don’t know where to turn for advice? Watch our video, and see how we can help you get from here to your goals. (See our “Why Parabolic?” post to learn more.) Contact us today at (619) 888-4070 or email us at rainier@parabolic.us to schedule a free review of your…

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Why Parabolic?

What You Get From Having Independent, Unbiased Advice From San Diego and Coronado’s Fiduciary Financial Advisor:When clients come to us, they benefit from the following services, which are included as part the asset management fee of 1.0% for qualifying client accounts (minimum of $100,000):1. Customized Portfolio Management for Stock and Bond Portfolios (see below how we manage investment…

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