At Royal American Financial Advisors we like to say we are in the Stay Rich Business and not just the Get Rich Business. Royal American strives to provide each client with the highest quality investment advisory services … the kind of information investors need! Systems and technology that are unavailable to the general investing public enable us to provide portfolios to best suit your long-term financial objectives. We created the Armored Portfolios because we strongly believe that clients should accept nothing less that "The Potential for Profit in Any Market".

Long-boom and then recession bubble and correction, bull market and bear … in just a few short years the financial landscape has dramatically changed. Considering the face of today’s volatile financial markets, effectively managing your investment portfolio can be difficult without professional guidance.

Now more than ever more astute Americans are turning to registered investment advisors for professional advice and asset management services. But it is important to note that all investment advisors are not created equal.

The large portfolios and complicated financial arrangements of our clients demand a multi-faceted approach to financial security tailored to each investor’s business and life. While there are now more investment choices than ever, not all of them are able to help improve performance within your individual risk tolerance in concert with your current holdings. Royal American’s job is ideally to recommend investments to anchor your portfolio, reduce portfolio risk and maximize overall returns.

First we meticulously analyze your current holdings. All investments undergo a rigorous due diligence process as if they were to be initially purchased. Royal American then makes recommendations to replace non-performing assets and supplement your holdings with non-correlated assets possessing the greatest potential to add real value to your portfolio. Often these non-correlated assets aren’t even available from traditional stockbrokers or investment advisors. Today's investors need an advisor that focuses attention on the entire gamut of investment opportunities.

OUR MISSION

Staying Successful

 “We believe that the very best way to stay successful is to maintain our commitment to professional service, Quality Financial Products, and foster long-term integrity-based relationships with our clients.”

OUR VISION

For the Future

“To be the First Choice Advisor for today’s Affluent Investor. Developing a level of trust where clients call us before making major financial decisions.”

OUR CREED

Every Investment Counts

“Every recommendation we make to our clients is made as if our money was on the line. We are in the Stay Rich Business … Not the Get Rich Business.”

OUR GUIDING PRINCIPLES

What We Stand For

Family – Integrity – Honesty – Responsibility – Responsiveness – Teamwork

OUR PHILOSOPHY

The Bottom Line

“Take extraordinary care of our clients - everything else will take care of itself.”

Click Here for a printable version of RAFA's Guiding Principles

Royal American Financial Advisors, LLC (“RAFA”) is a California registered investment adviser offering a diverse array of financial products and services including but not limited to, mutual funds, insurance, annuities, REITs, stocks, bonds, managed futures, private placement offerings and retirement plans. RAFA and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon registered investment advisors in California. RAFA will only transact business in States in which it is registered, or qualifies for an exemption or exclusion from registration requirements. As prescribed by rule 204-3(c) of the Investment Advisors Act of 1940, Royal American Financial Advisors, LLC, hereby offers to deliver, without charge, a copy of its recent brochure (ADV Part II) upon request. Call 888-294-0648 for your own copy.

Royal American Financial Advisor’s offices are 15 minutes north of Temecula in southern Riverside County. From North or South take the 215 Freeway to Newport Road West. As you come off the exit, stay to the right to turn onto Haun Road. We are in suite 205 of this landmark building. Click Here for a map of our Headquarters Office.