Doolittle & Ganos Investment Counsel

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You are someone who realizes that your time is best spent with your family and pursuing your life interests. You are also someone who wants to preserve your lifestyle and who no longer needs to reach for the brass ring. And, you are someone who wants your affairs in order and who wants all of your professional advisors to provide truly integrated, collaborative service. You are a retiree or a non-profit organization that is dependent on investment income to meet spending needs. Or, you are someone who is about five to ten years from retirement who can't rely on uncertain stock market growth alone to get you from point A to point B. And, you have invested assets of at least $500, 000 to place under our management. We are a wealth management firm registered with the U.S. Securities & Exchange Commission as an investment advisor. Founded in 1975, we have over 100 years of collective investment, finance, tax planning, estate planning, and trust administration experience. We act as a fiduciary for our clients, are retained on a fee-only basis, and receive no commissions. We assist our clients - who range from individuals and trusts to family business entities and non-profit organizations - with the goal of accumulating, stewarding, protecting, and transferring wealth to the next generation. We believe the level of complexity we best serve is associated with clients whose total net worth is between $2 million and $20 million. We employ the endowment model of investment management and have a particular emphasis on cash flow. We provide a unique offering that facilitates integrated and collaborative service from all of their professional advisors. Trust administration services are available through our affiliate Carmel Trust Services and through our corporate partner Charles Schwab Bank.