Parabolic Asset Management Coronado San Diego Financial Advisor

At Parabolic Asset Management, our goal is to help you grow and protect your wealth. We do this by using unique asset allocation strategies that take advantage of the wisdom of crowds to enable you to participate in broad advances in the market and protect you during the inevitable downturns. Our clients benefit from 25 years of traditional and hedge fund investment management experience. Our team is led by Rainier Trinidad, a CFA Charterholder who has the distinction of being one of the few investment managers to profitably navigate through the 2008 Financial Crisis and was a top 20 finisher in the 2022 US Investing Championships.

Our Services

At Parabolic Asset Management, we offer a range of services designed to help you achieve your financial goals. Whether you're looking to grow your wealth, protect your assets, or plan for retirement, we have the expertise and experience to help you achieve your objectives.

Investment Management

Our investment management services are designed to help you grow and protect your wealth. We use a combination of asset allocation and diversification strategies to take advantage of changing market conditions and minimize risk. Our investment management services include:

• Customized portfolio management for stock and bond portfolios
• Asset allocation to take advantage of changing market conditions
• Diversification to reduce the risk of concentrated losses
• Risk management to help protect against large declines in the market
• Tax-loss harvesting to help keep taxes low
• Options strategies to reduce risk and increase income

Financial Planning

In addition to our investment management services, we also offer financial planning services to help you achieve your long-term financial goals. Our financial planning services include:

• Monte Carlo simulations to show how strong your retirement path is and if your savings will last your entire lifetime
• Retirement planning to help you achieve your retirement goals
• Estate planning to ensure your assets are distributed according to your wishes
• Tax planning to minimize your tax liability

Fiduciary Services

At Parabolic Asset Management, we are a fee-only advisor held to the fiduciary standard. This means that our only goal is to do what is best for you, without any conflicts of interest. We accept no third-party incentives and seek the lowest-cost solutions to help you achieve your financial goals.

Why Choose Parabolic Asset Management

At Parabolic Asset Management, we are committed to providing you with expert investment and financial planning services. Our team has over 20 years of experience in traditional and hedge fund investment management and is dedicated to helping you achieve your financial goals.

So why choose Parabolic Asset Management? Here are just a few reasons:

• We are a fee-only advisor held to the fiduciary standard
• We have no conflicts of interest
• We seek the lowest-cost solutions to help you achieve your financial goals
• We have over 20 years of experience in traditional and hedge fund investment management
• Our team is led by Rainier Trinidad, a CFA Charterholder who has the distinction of being one of the few investment managers to profitably navigate through the 2008 Financial Crisis.

Get Started Today

If you're looking for a trusted financial advisor to help you achieve your financial goals, look no further than Parabolic Asset Management. Contact us today to schedule a meeting and take the first step towards meeting your financial objectives.