Ardent Capital

About Us

Ardent Capital is a fee-based Registered Investment Advisor headquartered in Mountain View, California. Founded in 2005, we provide independent and objective investment advice to individuals. We operate without conflicts of interest, prioritizing our clients' goals above all else.

Our Mission

Our mission is to empower our clients to achieve their financial goals through personalized investment strategies. We achieve this by:

• Objectivity: We remain unbiased by not accepting commissions or selling financial products.
• Independence: We are not affiliated with any corporations or business entities, enabling us to focus solely on our clients' needs.
• Client-Centricity: We prioritize your goals and work collaboratively with you to understand your unique financial situation and aspirations.
• Transparency: We provide clear and concise communication throughout the investment process and regularly review your portfolio performance.

Our Philosophy

Our investment philosophy is rooted in Efficient Asset Allocation, borrowing concepts from the Modern Portfolio Theory to optimize market risks for expected returns. We further enhance this approach by:

• Considering market cycles, asset class characteristics, and economic outlook.
• Utilizing multifarious investment instruments to ensure balance and growth.
• Employing a long-term perspective focused on consistent market outperformance.

Our Services

Ardent Capital offers a comprehensive range of investment services, including:

• Wealth Management: We develop and implement personalized investment plans tailored to your individual goals and risk tolerance.
• Retirement Planning: We guide you through setting up and maximizing your retirement accounts.
• Portfolio Review & Optimization: We analyze your existing portfolio and suggest potential improvements.
• Estate & Legacy Planning: We collaborate with you to incorporate investment strategies that align with your estate and legacy goals.

Our Team

Our experienced team of professionals is dedicated to providing personalized and attentive service to our clients. We are committed to ongoing communication, transparency, and building lasting relationships.