Our business and service philosophy is straightforward; put clients first, we are independently owned and operated .  We hold our self to highest service standards, put clients above profits, revenue, commission, or any other source of income.

Our Mission
Provide the best customer service experience in our industry.  Direct our organization by ethics and complete transparency.  Deliver top quality institutional asset and investment management services culminating on the solid relational foundation we've cultivated with our client's.  Equip our clients with unmatched investment guidance driven by their objectives, and strategic goals.  Furnish clients with investment due diligence support, choice asset allocation mix, and risk management strategies.  Implement comprehensive manager research, evaluate fund performance review, and develop a tailored investment policy statement for our clients.

Company Profile
We are one-hundred percent privately owned business located in Southern California.  We provide investment management and advisory services in the Southern California area.  We distinguish ourselves in the real estate market by linking financial planning, tax efficiency, and effective asset management to the overall goals of our valued clients.  This allows us to better understand our clients overall expectations, build long-term relationships, and facilitate sound investment strategies in accordance with our client's objectives.  The roots of our business stem from providing outstanding customer service; we push to exceed our customer’s expectations on an ongoing basis.  The institution of continuous customer service also involves innovative technology, providing our customers a competitive market advantage.

This site is published for residents of the United States only.  Investment Advisor Representatives of Birch Capital may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through the advisor listed.  For additional information, please contact the Birch Capital Compliance Department at info@birchcap.com or 888-384-0967.  Registered Investment Advisor CRD #158008.