Monocot Wealth Management LLC is a boutique advisory firm based in Westlake Village, CA, offering sophisticated investment management solutions and wealth management services to affluent families, executives, and business owners. With a dedication to integrity and results, they actively manage portfolios with hands-on attention, staying on top of changes in the financial world to ensure the safety and growth of clients' money.
Standing apart from the crowd, Monocot Wealth Management takes a hands-on approach, breaking the rules of fixed-asset allocation by complementing traditional investments with non-correlated alternative investments. Their 12-4-2 service model includes scheduled monthly calls to keep clients informed and in sync with their thinking. With a unique take on financial services, Monocot Wealth Management offers a different way of doing business, providing a personalized and creative approach to investment management.
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