A complete list of active advisors currently associated with Farm and Community Advisory
Warmer can help you find a great advisor at Farm and Community Advisory or one who fits your needs even better.
Farm and Community Advisory (The Santa Cruz Company LLC) provides portfolio management, financial planning, and pension consulting to individuals, pension and profit‑sharing plans, and business entities. The firm recommends a broad set of investments — including mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income, real estate funds, private placements and venture capital — and reports approximately $1.49 million in combined discretionary and non‑discretionary assets for a very small client base (three clients) supported by three advisory personnel. The firm documents client goals and risk tolerance in an Investment Policy Statement and employs multiple analysis methods (charting, cyclical, fundamental, quantitative, technical and modern portfolio theory) while generally pursuing a long‑term trading approach. FCA seeks discretionary authority for trading but also maintains a material non‑discretionary segment ($514,840), provides financial planning to portfolio clients at no additional cost, and conducts at least quarterly account reviews. Distinctive features include the firm’s small scale (three clients and three advisors) and a notable non‑discretionary allocation relative to its total AUM, which sets it apart from many peers in the supported category. The brochure also discloses an affiliated insurance agency and that a principal is a licensed health and life insurance agent, and describes procedures (disclosure and periodic review) to address the resulting conflicts; FCA uses Schwab Institutional custody services and does not participate in wrap fee programs.
To learn more about the advisors currently working at Farm and Community Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Gatos, CA
| 23
| |
Los Gatos, CA
| 0
| |
Los Gatos, CA
| 0
|
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