Mendoza Wealth Management

Mendoza Wealth Management provides portfolio and asset management services to individuals, high‑net‑worth clients, and charitable organizations, offering investment strategy, personal investment policy, asset allocation, security selection, risk analysis, and regular portfolio monitoring. The firm manages client assets on a discretionary basis across equities, fixed income, mutual funds, ETFs and, occasionally, options.

Portfolios are tailored to each client’s risk profile with equity allocations described in the brochure as roughly 40–60% for conservative, 65–85% for moderate, and 80–100% for aggressive objectives, and investment decisions combine fundamental and technical analysis with a stated long‑term (3–5 year) horizon. The firm generally implements accounts through an institutional custody and reporting platform and may use covered option writing in suitable client circumstances to generate income.

What is noteworthy for this firm is the inclusion of charitable organizations among its clients, a client type that is uncommon among peers, and the absence of account minimums, which can accommodate smaller or nonprofit portfolios. The firm’s principal also retains an interest in a small, family‑formed investment partnership focused on early‑stage startup investments (with only limited recent activity and minimal time commitment), and the practice manages a concentrated client base reporting roughly $28.8 million in assets across eight client relationships.