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515 Marin Street, Suite 418, Thousand Oaks, CA 91360

(805) 917-6771
info@longevitycapitalmgmt.com
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Asset Management

Our approach is simple but not simplistic. Complex but not complicated. Results focused but with prudence and discipline.

Active and Attentive, Not Passive

We do not believe in day trading or market timing. We believe in attentive, active, research-based management.

Disciplined Asset Allocation

We do not believe in day trading or market timing. We believe in attentive, active, research-based management.

Seeking Opportunities

We do not believe in day trading or market timing. We believe in attentive, active, research-based management.

We serve as fiduciaries.

We work diligently to pursue opportunities, identify and manage risks and follow time-tested strategies to help build and manage wealth.

Whether your objective is to grow your wealth, meet retirement income needs, manage market uncertainties or keep up with inflation, we will establish an investment policy and provide the support needed to pursue  effective portfolio management to support your goals and needs.

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