Andrews Capital Management Inc

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Investment Management, Financial Planners, Financial Planning Consultants

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Today: 9:00 am - 5:00 pm

29 Years

in Business

(619) 435-8866Call Visit WebsiteVisit Website Map & DirectionsDirections1224 10th StCoronado, CA 92118 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Coronado with Investment Management

Coronado Island (0 miles)
San Diego (4 miles)
Carmel Mtn (4 miles)
Carmel Mountain Ranch (4 miles)
Kearny Mesa (4 miles)
National City (7 miles)
Lincoln Acres (10 miles)
Chula Vista (10 miles)
Imperial Beach (13 miles)
Bonita (14 miles)

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Email

Other Links

http://www.andrewscapital.com

https://andrewscapital.com/about_acm.html

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Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investments, Stock & Bond Brokers

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Details

Phone: (619) 435-8866

Address: 1224 10th St, Coronado, CA 92118

Website: http://www.andrewscapital.com

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Andrews Capital Management Inc

Tax Return Preparation
The portfolio is managed according to the Investment Policy, which may include rebalancing, investing new contributions, and managing periodic withdrawals. Each client receives a quarterly Portfolio Appraisal and Performance Report, along with a consolidated report for multiple accounts. Detailed tax reports are provided to assist clients in their tax return preparation.

Investment Management
Andrews Capital Management, Inc., a fee-only investment management firm, is committed to safeguarding the confidential information of its clients. We hold all personal information to our firm in the strictest confidence. These records include all personal information that we collect from you or receive from other firms in connection with any of the financial services provided by Andrews Capital Management, Inc. We have never disclosed information to nonaffiliated third parties, except as permitted by law, and do not anticipate doing so in the future. If we were to anticipate such a change in firm policy, we would be prohibited under the law from doing so without advising you first. As you know, we use information that you provide to us to help you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy. Our policy with respect to personal information about you is listed below.
Mutual Funds
After approval of the Investment Policy by the client, the portfolio is invested by Andrews Capital Management, Inc. Clients open brokerage accounts at Charles Schwab & Co., giving Andrews Capital Management, Inc. limited power of attorney for discretionary trading, pursuant to the Investment Policy. Assets within portfolios may include but not be limited to: individual stocks, no-load mutual funds, corporate bonds, U.S. Treasury securities, municipal bonds, CD's, and money market accounts.
Bonds

Accounting Services

Financial Planning
Mark W. Andrews founded Andrews Capital Management, Inc. in 1995. He holds two graduate degrees- an MBA in Finance, and a Masters in Tax and Financial Planning (Beta Gamma Sigma), as well as the designation Certified Financial Planner (CFP). Prior to starting ACM, he spent over 14 years as a Vice President at Bank of America where he was responsible for business development and managing a portfolio of corporate credit relationships totalling over $250 million.
Retirement Planning
Andrews Capital Management, Inc. is an independent Registered Investment Advisor providing fee-only investment management and financial planning services to high-net-worth individuals, trusts, pension plans, and non-profit institutions since 1995.
Asset Management
Each client has different investment goals and requirements, which may include risk tolerance, time horizon, tax considerations, income needs, support of dependents, and a myriad of other factors. A thorough understanding of these needs is obtained through meeting with the client, and these needs are incorporated in an Investment Policy, which outlines each clients' risk tolerance, time horizon, liquidity needs, types of investments, and asset allocation.

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