Our Philosophy
Our Philosophy
Our Planning Style
Our Planning Style
We Are Otium
Our Promise to You
Our Promise to You
Our Process
Our Process
Pricing
Tax Prep
Flat fee of $475* for the preparation of both Federal and State income tax returns. For complicated returns, the toos will bo assossed on a caso-by-case basis
Tax Prep
Flat fee of $475* for the preparation of both Federal and State income tax returns. For complicated returns, the toos will bo assossed on a caso-by-case basis
On the Phone
Give us a call during regular business hours at 310-737-8266, or simply book a free phone call with us below!
By interacting with our main number you agree on allowing Otium Advisory Group to send you text messages where consent is given through interaction initiated by the customer. Frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging or reply HELP for more information. View our terms and privacy policy: Click Here
In Person
For those who would prefer to have a physical meeting with us, we have designated spots for this in Southern California:
Los Angeles
1800 Century Park East, Ste 600
Los Angeles,CA 90067.
View on Map |
Schedule a Meeting Here
El Segundo
360 N. Pacific Coast Hwy, Ste 2000
El Segundo, CA 90245.
View on Map
|
Schedule a Meeting Here
Brea
135 South State College Blvd #200
View on Map
|
Schedule a Meeting Here
Over the Internet
If you would like to communicate with us online, you can use social media, virtual meetings or email…whatever works best for you:
Social Media
We've got profile on LinkedIn. Feel free to send us a message at any time or follow our profiles.
Virtual Meetings
For web-based meetings, we use Zoom.
Get In Touch
- COST EFFICIENCY
- RISK TOLERANCE AND CAPACITY
- TARGET ASSET ALLOCATION
- TAX EFFICIENCY
- CURRENT LIFE STAGE
- OBJECTIVES BASED INVESTMENT SELECTION
- LONG TERM STRATEGIC MANAGEMENT
From the client’s perspective, recommendations are easier to accept once they understand the intentions and reasonings behind selecting a solution.
We believe in the team concept. It’s a two-way conversation and collaboration. Never one-sided.
It’s a two-way conversation and collaboration. Never one-sided.
Services include
- Assessment of financial priorities, time horizon, attitude to risk, target asset allocation, and optimal tax structure
- Personalize investment management strategies using low cost exchange traded funds (ETFs)
- Manage portfolio using your unique Investment policy statement (IPS)
- Risk tolerance and capactity assessment
- Integration with your financial plan
- Annual Portfolio rebalancing
- Tax Loss harvesting (for taxable portfolios)
- Monitor existing and potential investments
- Complimentary Retirement Plan
- Tax Planning & Preparation
- Semi-Annual Reviews
Questions We Will Help Address
- Which is better suited for me: nondiscretionary or discretionary investment management
- Who will be managing my portfolio? And will I have access to the manager?
- What type of investments will be placed in my portfolio?
- Will you take my personal preferences into consideration?
- Who will be the custodian of my investment management portfolio?
- Will my portfolio get rebalanced periodically?
- Will you be mindful of tax strategies while managing my portfolio?
- Do I have access to my investment account(s) at all times?