We are a Registered Investment Adviser in the commonwealth of Virginia
We are dedicated to finding opportunities through all market conditions. Our mission is to deliver superior risk-adjusted returns and maintain the highest level of integrity.
Our independence gives us the ability to deliver objective, unbiased advice that puts clients first. That means no proprietary funds, no high pressure sales, only conflict-free advice.
We are passionate about our work and want to partner with our clients through generations to come. We give each client the same, high level of individualized attention.
We manage investment portfolios for individuals, households and institutional clients. We are currently working with accounts having assets in excess of $300,000. We pride ourselves on providing personalized attention to our clients. Our goal is to win clients’ trust and confidence by meeting their financial goals and achieving solid long-term results while maintaining a relatively low level of portfolio volatility.
We also help with our clients’ investment planning needs and work with them to identify a solution that best serves their interest and needs, whether it is the need for long-term care, asset protection, tax efficient investing, estate planning, charitable giving or some combination thereof.
For small businesses we serve as fiduciary advisor to plan sponsors, help set up cost-effective qualified retirement plans, help build fund line-up and provide participant education.
Rajesh graduated with an MBA degree with Finance concentration from the University of Maryland at College Park. He also holds an MS degree in Chemistry from Indian Institute of Technology, Delhi and a Bachelor’s degree in Chemistry (hon’s) from St. Stephen’s College, Delhi. Rajesh holds Series 65 license.
Rajesh prides himself on providing his clients exceptional advice and adheres to a high level of integrity and ethics. He lives in northern Virginia with wife and daughter, and likes playing golf and volunteering.