My Portfolio Guide, LLC
Investment Management
Seal Beach, California, United States
3 employees
- Employees
- 3
- Contacts
- 1
- Emails
- 1
- Phones
- 1
My Portfolio Guide, LLC Overview
- Headquarters
- Seal Beach, California, United States
- Phone Number
- Available in AeroLeads
- Website
- myportfolioguide.com
- Industry
- Investment Management
- Employees
- 3
- Founded
- 2010
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About My Portfolio Guide, LLC
My Portfolio Guide, LLC is a Registered Investment Advisor serving investors nationwide. The firm was founded on the premise that investors are presented with too many choices in a "sea of sameness" within the financial services world. Most of those choices tend to present investors with proprietary and conflicted advice, boiler plate solutions, and high/hidden fees that truly drag down performance. My Portfolio Guide allows investors to receive 100% conflict free advice based on financial goals and not by selling products or making commissions. The company is an RIA (Registered Investment Advisor) and has a fiduciary duty to do what is in the best interest of the client. My Portfolio Guide has created a customized platform and utilizes six core portfolio strategies within their "Disciplined Investor Portfolio Models". These core strategies leverage commission free ETFs (Exchange Traded Funds) to minimize expenses over traditional mutual funds or managed account solutions and also enhance true diversification & portfolio efficiency.
My Portfolio Guide, LLC Contact Details
- People in AeroLeads
- 2
- With contact data
- 1
- Email contacts
- 1
- 50.0% coverage
- Phone contacts
- 1
- 50.0% coverage
My Portfolio Guide, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Matthew Pixa, Cfp®, Mba | Certified Financial Planner (Cfp)® , Registered Investment Advisor, Fee Only, 401k Rollovers, Ethical Portfolio Management, Investment Advice | Seal Beach, California, United States |
Email
Phone
|
| Bradley Saenz | Associate Financial Advisor at My Portfolio Guide - Lead Market Outlook Analyst at Cbu Student Endowment Fund - Peer Financial Coach at Cbu | United States |
View
|
Employees by Management Level
Individual contributor
2 profiles
Senior / Lead
1 profile