Steinberg Financial Advisers Careers in Pasadena, CA

SFA allocates assets not only to traditional asset classes, like stocks & bonds, but to the total investable landscape globally, including allocating to alternative investment classes. These can include commodities, real estate including non-traded REITs, energy, & private equity funds. SFA uses active and passive investments in strategic, tactical, & dynamic asset allocation strategies. Taxes are taken into consideration* & tax efficient investments & strategies are used for taxable accounts. * Our firm does not provide legal or tax advice. Be sure to consult with your own legal & tax advisors before taking any action that may have tax implications. Please note that there are special rules & risks associated with alternative investments & not every investor will be eligible or suitable to invest in alternative investments. Many alternative investments place limitations on who may purchase them based a person's income & assets and some may only available to accredited investors. An acc