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Devkota Capital is the top investment firm in San Francisco, California. We have a certified team of financial advisors. For more information, Read the PDF.
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Devkota Capital Advisors LLC Introduction Devkota Capital is an independent portfolio management & investment firms in Dublin, San Francisco. Mr. Aalok Devkota is the Founder and CIO of Devkota Capital Advisors, a California registered RIA & wealth management firm.
What is OurPortfolio Management Strategies? Generate a higher return than prevailing interest rates Provide the potential for capital appreciation Reach a degree of low volatility & stability Maintain capital by controlling risk Grant an easy access to capital
The four main goals of our portfolio strategies? Protect investors from permanent loss of capital Minimizing large draw-downs Low portfolio beta Non-correlated returns to S&P 500.
Our Approach as a Best Financial Planners in Dublin, San Francisco We analyze the economy and the credit market to identify if we are in an uptrend or a downtrend. When the macro indicators are up we buy fundamentally sound companies as they are moving out of their base. This way our money is not tied up on a great company that is going nowhere.
Get in Touch With Us Well, Everybody looks for experienced Investment managers to manage their portfolio. Visit at: http://www.devkotacapital.com/