About us

We are self-governed and one-hundred percent privately owned business located in the City of Corona, California.  We are the provider of choice for institutional asset management, investment management, and advisory services in the Southern California area.  Our customer relationship has grown from our excellent customer service, financial expertise, and financial advisory experience.  We distinguish ourselves in the investment management 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.

Our Core Values

Service:
Our commitment to service differentiates us from our competitors; it is the essential, defining characteristic which can create lasting relationships with our customers and set us apart from our competitors. We will constantly strive to ensure we provide our clients the best service experience in our industry.

Transparency:
We are dedicated towards transparency which set us apart from our competitors; it includes procedures of open meetings, financial disclosures, and budgetary actions.  Our organizational culture is built on transparency.

Ethics:
Trust is the foundation and the keystone for all that we do.  Our word is our bond we must maintain our ethics among our clients and employees.  Both internally and externally people rely on us, we will work diligently to maintain complete confidence in our firm.



Executive Profiles

Securities and advisory services offered through Crown Capital Securities, L.P., a registered broker/dealer and a registered investment advisor.  Member, FINRA and SIPC.