Our corporate offices are surrounded by hills, parks, schools, and housing communities in a northern area of San Diego known as "4S Ranch" west of Rancho Bernardo and east of Rancho Santa Fe. Our neighborhood's tight-knit, peaceful environment is the perfect setting for our business.

A visit to our offices immediately reveals Jim's love of sailing, his passion for history, and his enthusiasm for the market. Models and pictures of historic battleships and depictions of important moments in U.S. as well as world history rub shoulders with old stock certificates and Jim's growing collection of investment readings. As you tour our offices, we hope you feel as though Jim has invested you into his personal library for a one-on-one chat about the markets.