Helps Private Investors Build Wealth and Create Multigenerational Financial Legacies
Ariston Services Group, LLC is an independent, privately-owned fee-only investment management firm based in San Diego, California since 2008. We provide an unusual combination of financial planning and investment management experience, the convenience of a full-service financial resource, and the benefits of being an independent firm clearly aligned with our clients’ interests.
Peter E. Shenas, CFP, CIMA, our President and Chief Investment Officer, is an astute and knowledgeable investment professional with more than 30 years experience. Before founding Ariston Services Group, Peter was First Vice President-Wealth Management, Senior Investment Management Consultant and Financial Planning Specialist at Smith Barney (1990-2008) and an Account Executive at San Diego Securities (1987-1990).
Peter holds two of the industry’s most highly regarded adviser certifications: Certified Financial Planner® and Certified Investment Management Analyst®. Peter was awarded the CFP designation from the College of Financial Planning Board of Standards and a Personal Financial Planning Certificate from San Diego State University in 2003; the CIMA designation from the Investment Management Consultants Association in partnership with the Wharton School of Business at the University of Pennsylvania in 2005. He received a BA in Political Science from the University of California at Los Angeles in 1987.
Peter’s credentials represent an unusual combination of expertise of great value to our clients. As a Certified Financial Planner, Peter helps clients plan for the future, creating realistic and effective financial, retirement, estate and tax plans and strategies. As a Certified Investment Management Analyst, he helps clients select appropriate investments managers and construct risk-adjusted portfolios to help them build and protect capital and achieve their financial objectives.
Ariston Services Group is a service-intensive firm. We make every effort to understand each client’s specific needs and tailor our activities accordingly. Clients receive monthly statements from an unaffiliated custodian and have 24/7 online access to investor information through our website. In addition, clients always have direct access to our principals. We meet with clients regularly and respond promptly to inquiries.
Ariston is an independent, fee-only investment firm. Our investment decisions are not dictated by any brokerage firm, investment bank or mutual fund company. We are not paid commissions and we don’t trade accounts to generate income. Fees are based solely on assets under management, so we are clearly aligned with our clients’ interests. Our compensation grows only as client portfolios increase in value.
YOUR ASSET SECURITY
Ariston Services Group, LLC is dedicated to the preservation and growth of client assets entrusted under our management. The financial strength and security of the custodian we recommend is vital to this goal. We currently recommend Charles Schwab as custodian for our clients’ assets. If you have any questions, please call our office.
Once a client’s financial plan is established, Peter Shenas, our Chief Investment Officer, develops an investment strategy individually tailored to meet each client’s specific objectives within comfortable risk parameters. Capitalizing on his expertise as a Certified Investment Management Analyst, Peter uses a rigorous analytical approach, employing both qualitative and quantitative research techniques, to select the most promising investments and fund managers for each client. We invest for the long term, but maintain disciplined risk management in the construction and management of client portfolios.
We invest client capital in a blend of active and passive investment strategies in an effort to earn positive returns in even the most challenging markets. Passive investments include exchange traded funds (ETFs) and broadly diversified mutual funds which track the performance of various market indices; active investments include more concentrated stock and bond portfolios, managed by investment professionals that have consistently outperformed the market. We use proprietary databases, independent third-party research and our own due diligence to evaluate individual fund managers based on such criteria as performance, turnover, fees and risk profile.
Employing both active and passive investment strategies is only one method we use to reduce overall portfolio volatility. We also mitigate risk by diversifying client investments by asset class (equities, fixed income and cash), investment style (growth, value and blend) and capitalization size (large cap, mid cap, and small cap), balanced with investments in international equities, real estate investment trusts (REITs), commodities, private equity and hedge funds. At Ariston Services Group, we believe risk management is just as important as growing capital.
At Ariston Services Group, we take the time to really get to know our clients. We learn about their financial situation, aspirations, and current and long-term financial requirements, including such needs as funding for retirement, children’s education, or possibly parent care. We assess a client’s investment time horizon and sensitivity to risk. We then help our clients organize their finances and, capitalizing on Peter Shenas’ expertise as a Certified Financial Planner, create a comprehensive and realistic financial plan that guides them toward the realization of their financial goals and lifetime dreams.
Our firm is particularly well versed in retirement planning issues. We help clients build wealth on a tax-deferred basis before they retire and after retirement, help them increase their income by preserving their capital. As planners, we also know how to manage retirement plan distributions for optimal tax efficiencies.
We also help clients address complicated estate, tax and trust management issues, working in close collaboration with lawyers, accountants and insurance agents – either our clients’ advisors or professionals from our own network of experts. Additionally, we have special expertise in charitable giving and philanthropy. We advise clients on gifts, trusts and endowments and help establish family foundations and advisor-directed funds.
Financial & Economic Education
Education in today's schools, including colleges and universities, are woefully lacking in the area of basic economics, financial planning and personal financial management. In addition, many parents can't find time or have the skills to teach many of the basic financial principles that are required to manage one's personal finances. I have found that the American Institute of Economic Research has some extremely valuable, yet basic, publications addressing these very important topics. I highly recommend these publications for teaching young adults these important lessons.
Click the following link to browse their bookstore and add to your library or your children or grandchildren's:
750 B Street, Suite 2630, San Diego, Ca 92101
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Hours of operation: By appointment only, please call 619-241-2326.
After hour urgent matters page Peter Shenas at 619-241-2326, Ext. 1.
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