Value Monitoring, Inc Email Format
Investment ManagementCalifornia, United States2-10 Employees
"Don't fit your life into your money, fit your money into your life." This is the philosophy on which Robert Levenson founded Value Monitoring Inc in 1988. VMI is a registered investment advisor and boutique financial planning and investment management company that offers clients an uncommon financial strategy: Make as much money as possible but do so while limiting significant losses. Our small, dedicated team gets to know clients well, and our clients, in turn, trust us with a full range of financial services including investment management, tax and estate planning, life insurance, and more. Our multi-faceted approach will add value to your life, not just your portfolio.