• Stocks and ETFs
• Mutual funds
• Bonds, corporate and municipal
• Options and trading strategy
• Real estate
• Social screening and green investing
• Small business start ups and investments
• Small business financial management and succession planning
• Estate planning and trust governance and operations
• Managing joint investment entities
Get FREE tools to help improve your investment results…
- A digital copy of Andre Shashaty's forthcoming book, "The Empowered Investor".
- "Investor's Tip Sheet," a succinct monthly analysis of market trends + actionable investment ideas that you won’t find anywhere else.
Learn from other investors! If you are in the North Bay area, join your fellow investors for discussion groups held in San Rafael on a regular basis. The goal is to share and learn from each other. Sales pitches are prohibited. Click here to indicate your interest in being informed of upcoming meetings.
A fresh approach to investment management
360 Investment Advisors brings a fresh approach to helping San Francisco Bay Area residents with their investments. We charge by the hour; there is no fee based on a percentage of your assets. Our rates are low, and we don’t require a long-term contract. You buy only the services you need, from coaching to extensive hands-on assistance. Contact us or download our brochure to get full details.