Practicecfo Investments, based out of San Diego, CA, is a reputable investment advisory firm catering to a diverse clientele. With over 130 individual clients, the company boasts an impressive $195,608,000 in assets under management. As a local firm, Practicecfo Investments operates from a single office, ensuring personalized service and a deep understanding of the local market. While the firm manages various investment portfolios, including 401K and individual accounts, these represent less than 30% of their total assets. However, Practicecfo Investments possesses the expertise and capability to effectively handle employer funds...