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Investments

With access to Equities, Bonds, CD’s, Variable and Fixed Annuities, over 12,000 Mutual Funds and 75 Insurance Companies, Courtney Capital Management can structure the right portfolio for you. We utilize a disciplined "Rules Based" investment process and do not subscribe to the traditional “Buy & Hold” investment model – the Stock Market does not always rise in value. We believe in active, in-house portfolio management using our proven investment strategy.

Strategic Planning

Business Planning is no easy task. One person cannot be an expert in many fields and that is where we come in. We have developed a 5 step process that helps identify key areas within your business that maximize your return and efficiency. We work with outside industry experts to hand craft a Strategic Plan for your business designed to increase your profits and decrease your expenses. We have developed these services to fit within your schedule and budget.

Personal Planing

Every client is different and with Courtney Capital Management’s individualized attention and portfolio management, we can help you achieve your financial goal, whether it is to retire or save for your child’s education. We start with your goals and objectives and create a realistic, goals based plan to help get you to where you want to go. We know life isn't easy to plan and we understand that people change, our plans are dynamic documents and reviewed diligently for the right fit for your ever-changing situation

485 Alisal Road, ste. 202,
p: 805.686.9108
f: 877.369.7357
e: info@courtneycmc.com
Mailing: P.O. box 1649, Solvang CA 93464
 
 


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