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    • About Us
    • Our Philosophy
    • Our Process
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    • Jeffrey Harwood
    • Lisa Harwood
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Collaboration

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About Us

At Ventura Advisors, we specialize in working with people who appreciate expertise in investment management and wealth solutions. We are a fee-only firm, meaning that our only compensation comes from you, our client. We are fee-only so that our interests are aligned as much as possible with the interests of our clients.

With our experience and training in investment management, investment analysis, real estate, financial planning, and trust administration/estate planning; we have the skills to craft tailored solutions to your unique circumstances.

Life can be complicated, and you have big decisions to make. If you are looking for a partner to help you make order of the chaos, please reach out to us. We strive to provide you with peace of mind while your assets are working for you.

Our Philosophy

We believe that the key to your success is the creation of an achievable plan, and the execution of that plan using expert advisors and time-tested investment strategies.

Over time, significant life events will occur, and your situation will change; these events may require a reevaluation of your original plan. We commit to being available to help you navigate through these changes, and to help you evaluate the weighty decisions that you will have to make.

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Advisor discussing plan of investment of financial report to client

Our Process

We begin with discussions of goals and objectives, investment time horizon, investment experience, ongoing liquidity needs, risk tolerance and tax planning. We assess your current and future resources and obligations, account structures and estate plans to get an understanding of your existing scenario.

We will craft a plan designed to achieve your goals and offer you referrals to outside professionals that provide the services that we do not provide, if requested by you. We will draft an Investment Policy Statement, which is our contract with you as to how we will manage assets on your behalf. We will review your needs and resources over time, and update our plan and investment strategy as necessary.

Office

21860 Burbank Boulevard,
Suite 100
Woodland Hills, CA 91367

Contact Info

P | 818-857-5080
F | 818-704-0400
E | info@venturaadvisors.com

Office Hours:

  • Mon 8:00AM – 4:00PM
  • Tue 8:00AM – 4:00PM
  • Wed 8:00AM – 4:00PM
  • Thu 8:00AM – 4:00PM
  • Fri 8:00AM – 1:00PM

Let’s Talk

Contact us to arrange an appointment by completing this form.

Liability Limitation

Anyone using this website does so at their own peril. Ventura Advisors disclaims all liability regarding any actions that may or may not be taken based on this website. General information is contained on this website and the information may not reflect the most current developments in investment management. Ventura Advisors makes no warrants or claims about the completeness, precision, currency, or appropriateness of the material on this website. Without notice, this website may be redesigned or changed. Under no circumstances is Ventura Advisors responsible for any oversights or errors in the content of this website or for any harm that may arise from the performance or reading of this website.

Investment Management and/or Financial Planning Relationship

An investment management and/or financial planning relationship is not created by the material offered on this website or during an initial meeting. Only after we have agreed on services to be provided and you have signed new account documents will an investment management and/or financial planning relationship occur. This website may not apply to your personal scenario and Ventura Advisors is not responsible for any damages that may result from your dependence on the website. You will not get answers to questions about your own financial circumstances simply by perusing this website. You should talk directly with an investment professional about your specific issues.

Past Performance Does Not Guarantee Future Results

Descriptions of Ventura Advisors’ prior investment advice found on this website are presented solely as examples of our experience. They should not be taken as a guarantee of future returns or performance.

Non-Solicitation

We request that this website not be used to distribute or transmit unsolicited email or other advertisements to Ventura Advisors and such use of this website is a violation of the terms of its use.

The information on this website is not, nor is it intended to be, investment, tax or legal advice. You should consult the appropriate professional for advice regarding your specific circumstances. Neither an investment management nor a financial planning relationship is created by your contacting us. Investments may lose value.

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