Meritas Advisors 11622 El Camino Real Category: Invested Management
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Company representatives
Phone: 858-461-8547
Email: moc.srosivdasatirem@eronel
Lenore Hawkins, owner
About Meritas Advisors
Meritas Advisors is a registered investment advisor with offices in San Rafael and San Diego, California.
Our mission is to generate stable real returns, regardless of the direction of the economy. We strive to provide the highest level of service and exceed expectations in performance, planning and communication.
We see opportunity in both up and down markets. We strive to generate returns from market movement, rather than being dependent on a particular market direction. We utilize the strongest performing funds across a wide range of sectors and strategies that when combined, seek to optimize opportunity, while minimizing downturns. These funds are regularly assessed for performance, style drift, changing market conditions, leadership changes, and increased risk-taking and are replaced as necessary to preserve our goal.
Products and Services
- Investment Management
Employees
10 to 19
Years In Business
14
Rating
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