SPADVISORS
Updated 518 days ago
Strategic Portfolio Advisors 194 Marina Dr. Suite 202 Long Beach, CA 90805
Strategic Portfolio Advisors is an independent investment advisory and portfolio management company founded by Todd M. Jones. Based in Long Beach, CA, Todd has been serving clients in Southern California and the west since 1985...
Our company takes a personalized approach to portfolio management. The relationship we have with our clients is at the core of our philosophy. We strive to have a crystal clear understanding of our clients' financial goals & needs before we build and manage their portfolio. We see it as a collaboration for success...
Since we don't sell commission-based financial products or charge fees for trades, our focus never sways from what's best for your portfolio's long-term success. We know that a client's needs may change and the market landscape is constantly in flux. That's why our connected personal approach is so important.