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Evidence-Based Investing is the Foundation of Our Philosophy.

TO MAKE MARKET FLUCUATIONS WORK TOWARD YOUR FINANCIAL ADVANTAGE, YOU EITHER NEED TO REALLY KNOW WHAT YOU'RE DOING OR TEAM UP WITH SOMEONE WHO DOES.

“IT’S FAR BETTER TO BUY A WONDERFUL COMPANY AT A FAIR PRICE, THAN A FAIR COMPANY AT A WONDERFUL PRICE.”
– WARREN BUFFETT

Investment & Portfolio Management

Investment & Portfolio Management

San Tan Planning's ongoing commitment to our clients is to help you make the best decisions with your cash and investments. Through our evidence-based investment approach, we can help identify which investments are more likely to succeed, based on objective criteria—and which investments involve unnecessary risk and expenses.

Your investment plan is custom designed with meticulous care aimed to provide you the highest probability of accomplishing your financial goals and objectives. Cutting edge technology and years of experience in finance help us manage external impacts on your portfolio, risk exposure, portfolio returns, minimize taxes, and address income needs.

Our Objectives:

  • Capital Appreciation
  • Maximizing Returns
  • Protection from Excessive Financial Exposure
  • Portfolio Flexibility
  • Risk Optimization
  • Optimal Investment Allocation
  • Improved Overall Portfolio Efficiency


*All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

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