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Anaheim, CA CPA Firm

Investment Management

investment management Orange County CAGrowing and protecting significant wealth requires thoughtful investment management solutions from qualified financial professionals. At Tahim & Associates, our wealth management firm is dedicated to helping clients develop a balanced portfolio of both traditional and alternative investments. We rigorously monitor market conditions for new opportunities and weigh risks against returns in order to formulate creative investment strategies for our clients.

The highly experienced investment specialists at Tahim & Associates employ a holistic approach to working with our high net worth clients. First, we strive to assess the client’s needs and understand their investment style. We take the time to get to know each client personally so their investment plan is precisely tailored to align with the individual’s objectives, time horizon, and risk tolerance. Then, we faithfully oversee and manage the account in order to rebalance their portfolio as needed to coordinate with the client’s long-term financial goals.

Investment Management for High Net Worth Individuals

Call us today at 714-772-4744 to learn more about how we can develop a diversified portfolio that will enable you to avoid unnecessary risks while increasing your assets. You can also, request a consultation through our website.Risk tolerance determination

  • Risk tolerance determination
  • Investment policy development
  • Asset allocation analysis
  • Performance measurement
  • Financial planning
  • Wealth planning and protection