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Wealth Management Services San Francisco, California

Devkota Capital is the top investment firm in San Francisco, California. We have a certified team of financial advisors. For more information, Read the PDF.

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Wealth Management Services San Francisco, California

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  1. Devkota Capital Advisors LLC Introduction Devkota Capital is an independent portfolio management & investment firms in Dublin, San Francisco. Mr. Aalok Devkota is the Founder and CIO of Devkota Capital Advisors, a California registered RIA & wealth management firm.

  2. What is OurPortfolio Management Strategies? Generate a higher return than prevailing interest rates Provide the potential for capital appreciation Reach a degree of low volatility & stability Maintain capital by controlling risk Grant an easy access to capital

  3. The four main goals of our portfolio strategies? Protect investors from permanent loss of capital Minimizing large draw-downs Low portfolio beta Non-correlated returns to S&P 500.

  4. Our Approach as a Best Financial Planners in Dublin, San Francisco We analyze the economy and the credit market to identify if we are in an uptrend or a downtrend. When the macro indicators are up we buy fundamentally sound companies as they are moving out of their base. This way our money is not tied up on a great company that is going nowhere.

  5. Get in Touch With Us Well, Everybody looks for experienced Investment managers to manage their portfolio. Visit at: http://www.devkotacapital.com/

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