David Fleer
Bristlecone Value Partners, LLC
12301 Wilshire Blvd., Suite 320
Los Angeles, CA 90025 USA
Work 1-877-806-4141
:: Individuals & Families
:: Investment Process
:: Foundations & Endowments
:: Disclosure Brochure
(Form ADV)

Individuals & Families

Who Do We Help?

People like you. Each investor faces different challenges when it comes to managing their investment portfolio. Bristlecone provides expert solutions for:

  • Retirees (or planning for retirement)
  • Business Owners & Executives
  • Physicians & Attorneys
  • Faculty
  • Expatriates (Americans living abroad or foreigners living in the US)

How Do We Help?

We manage your investments in an effort to preserve or grow what you have built while you focus on what matters to you such as family, business, travelling, or volunteering. Through our comprehensive Investment Management Process we assist you with:

  • Financial goal setting
  • Asset allocation
  • Tax optimization
  • Investment selection
  • Spending and withdrawal strategies
  • Social Security Filing
  • Estate, tax or charitable planning in coordination with
    outside experts
Schedule your introductory meeting with one of our principals. Contact Us.

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