Firmo Investment Consulting Services

Investment ManagementCalifornia, United States2-10 Employees

News and updates from Firmo for professionals.

Firmo defined (Latin): To assert, maintain / strengthen, make firm / encourage.

Firmo is an independent, fee-based and performance-based Registered Investment Advisory firm.
 
We don't charge commissions for portfolio management services. Instead we charge a straight fee, a percentage on the amount of assets under management.
 
This means our advice to you is completely based on what's best for you. 
 
Our team of talented professionals are committed to building lifelong relationships with clients based on honesty, prompt service, and results. We use the best research and technology available to help you succeed with your financial goals.

Our Approach

Investing with a purpose.
 
Transparency, focus, and great client services are what Firmo believes in. We do not invest just to invest.  Firmo takes the Investing with a Purpose approach to managing your money. 
 
Prior to making recommendations, we discuss what is most important to the client, you. We ask the important questions. 
 
Why do you want to invest? What are your most important goals? What are your expectations? What kind of decisions need to be made to reach your goals? 
 
Taking the time to answer these questions will help determine the right course of action for you. 
 
Together, we will create a plan to help you succeed. In your plan, we address the potential road blocks (economy, tax changes, personal financial challenges, etc.) and possible solutions to overcome those obstacles to give the highest likelihood of accomplishing your goals.
 
Firmo Investment Consulting Services was founded by Javier Jimenez, an Investment Professional with over 16 years of consulting experience with Morgan Stanley and Wedbush Morgan Securities.
 
Firmo is a fee-based and performance-based Registered Investment Advisory firm, focusing on servicing individuals and corporations with financial planning, money management, and insurance solutions.

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