Investment Management for Retired People
With an emphasis on being conservative and taking your money seriously, Preservation Capital has grown here on the Central Coast since 1995
Keywords: Safe money conservative bonds annuities stock mutual funds investment management taxes ira's retirement income
Interview Q&A
How long have you been in business?
Since 1989
What is your primary product or service?
Retirement Asset Management
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Raised in a family of smart money men.
How do you differentiate yourself from other businesses in your category and area?
I like to sleep at night so I try and match investors goals with more conservative ways to get income.
How many locations do you have and do you have plans to expand?
2
Provide detailed directions to your location
El Camino Real and San Anselmo, or in Pismo, James way just down from 4th.
What type of payments do you accept?
Checks
Which areas do you service?
Seniors and Baby Boomers
Who owns your company or runs daily operations?
Tim Holt President , Bryan Clark V.P.
What are your hours of operation?
9-5pm Monday through Thursday. 9-1pm on Fridays
What is the best compliment anyone can give you?
I trust you and you have done well for me.
What is your favorite quote or Bible verse?
This is the day that the Lord has made, let us rejoice and be glad in it!