Ostrofe Financial Consultants Inc

Ostrofe Financial Consultants, Inc. is a Registered Investment Advisor established in 1984, located in Grass Valley, CA. The firm offers financial planning and consulting services to various clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable institutions, and corporations. The principal owner is Seth Leishman. The firm conducts an initial interview to determine clients' needs, goals, and risk tolerance, offering comprehensive financial planning services such as asset allocation, risk management, and portfolio analysis. Ostrofe Financial Consultants provides investment management services on a discretionary basis, with a minimum initial investment of $0. Clients are billed quarterly based on a percentage of assets under management, with fees ranging from 1.25% to 1.00% depending on the portfolio value. The firm does not recommend no-load funds and may charge additional fees for certain engagements. Clients have the option to impose restrictions on their portfolios and are responsible for informing the firm of any changes to their investment objectives. The firm's investment strategies focus on asset allocation, aiming to limit volatility and add value for clients with an emphasis on absolute return. Ostrofe Financial Consultants analyzes economic and political factors to guide investment decisions, considering risks such as interest-rate, market, inflation, currency, and liquidity risks. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. Clients receive regular account reviews and statements from the custodian holding their assets. For more information, clients can contact Patty Lum at 530-273-4425 or [email protected].