Brochure Offer

 Pertinent securities laws require us to make available to you the latest version of our disclosure “brochure” which has been prepared in accordance with current state regulations.  Below are links to copies of both our form ADV parts I & II as well as our Privacy Policy.


Please contact us immediately if you have had any changes in your investment objectives or financial circumstances. Any changes could impact how we manage your portfolio and will become part of your client file. You should also contact us at any time during the year if your investment goals and/or financial circumstances change.  You may always contact Tim Travis directly at 805-886-8140 or, and/or Peter Travis can always be reached at 949-734-4290 or