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South Bay Asset Strategies Wealth Management

South Bay Asset Strategies Wealth Management

Open and honest financial planning

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    • Adam Hartrum
    • Larry Bakerjian
    • Bianca Hartrum
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Investment Planning

We’re inspired to work rigorously for our clients.

South Bay Asset Strategies begins work with each wealthy client by building an investment model that has the potential for success.

This is very different than promising clients that we can get them the best rates of return or somehow outperform other advisors. We can’t make promises like that. Nobody can. Instead, we work hard to create an investment plan tailored to each client’s needs and goals.

Here are some of South Bay Asset Strategies’ abiding principles:

  • Balance risk with the long term. We all want high returns on our investments, and some investment categories seem to deliver. Small company stocks, for example, often outperform other stock classes, but are known for their volatile swings in pricing. Not many individuals can tolerate such gyrations. We try to balance your quest for returns with what we believe is appropriate for your long-term investment program.
  • Regular portfolio reviews. It’s possible your investments could be concentrated in one investment category. You may have inherited shares of a single stock and never realized how dependent you are on that stock’s performance. We’ll review your investments regularly to determine when it might be time to diversify. Before proceeding, we’ll review associated tax implications with you.
  • Re-allocate with age and changing life goals. As you grow older, we’ll try to reduce risk in your portfolio. Many people nearing retirement still have huge amounts of their 401(k) dollars tied up in employer stock. Others may have faired well in the markets, their investments grew and now certain asset classes account for a disproportionate share of the portfolio. We work closely with money managers and tax specialists aiming to keep our clients’ investment programs on track and on target.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.


Disciplined.

Our investment strategies aim to deliver a consistent investment experience over time. Rather than react to the markets, we think of investing as a planning process. We focus on diversification, taking strategic risks and doing our homework.

Contact Us

Latest Articles

Download Our Free 2025 Tax Guide, Start Planning Now

Read moreDownload Our Free 2025 Tax Guide, Start Planning Now
Get your copy of the South Bay Asset Strategies 2024 Tax Guide

Download Our Free 2024 Tax Guide, Start Planning Now

Read moreDownload Our Free 2024 Tax Guide, Start Planning Now
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South Bay Asset Strategies
2790 Skypark Drive, Suite 201
Torrance, CA 90505

310-534-5490
310-534-5838 fax

Available Account Logins

Albridge
American Funds
AssetMark
Franklin Funds
John Hancock
LPL Account View
Putnam
Prudential


About
Our Firm
Our Difference
Adam Hartrum
Larry Bakerjian
Bianca Hartrum

Services
Wealth Management
Investment Planning
Risk Management
Fees

Clients
Retirees
Near Retirees
Professionals
Privacy

Resources
Posts
2025 Tax Guide
2024 Tax Guide

Newsletter Sign Up


South Bay Asset Strategies wealth management and financial planning, Torrance, CA. CA Insurance Lic #0C57088. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, HI, ID, IL, MO, NM, NV, OH, OR, PA, TX, VA, WA.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

©2025 South Bay Asset Strategies. All rights reserved.

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