Encino, CA Office

Snow Financial Management provides personalized, discretionary investment management and financial advice to individuals, high net worth clients, trusts, retirement accounts, charitable organizations, and businesses. Services are delivered through separately managed accounts with ongoing monitoring and the ability for clients to place reasonable investment restrictions on their portfolios.

The firm constructs portfolios based on client-specific objectives, risk tolerance, and time horizon, and selects equities, fixed income, mutual funds, ETFs and other securities using public research and proprietary analytics. It may employ derivatives and options strategies within separately managed accounts—alongside tactics such as short sales, structured notes, and REIT allocations—rather than relying on third‑party managers.

Snow Financial Management is distinctive for its documented use of derivatives in separately managed accounts and for principal‑level involvement with derivatives trading and clearing organizations, which contributes specialized operational experience with swap and options markets. Founded in 1997 and managing about $97.6 million in discretionary assets with a small advisory team, the firm serves a compact client base that allows for focused, individualized account oversight and portfolio transition management.