Suggest, Inc., serves as the Financial and Investment Management "arm" of the Moorman and Company "Family Office". There are numerous financial advisors or money managers but few address a client's entire financial situation. Not only investments but also taxes, budgeting, estate planning, insurance and long term care needs and concerns are addressed by the Moorman and Company complete "Family Office" approach to client service.

Suggest Inc., an investment management firm based in Palo Alto, serves the San Francisco Bay Area, Peninsula, and Silicon Valley from Hillsborough to Saratoga-Los Gatos, including Atherton, Menlo Park, Los Altos, Los Altos Hills, and Cupertino.

What it is that Suggest does for its Clients
Most simply, Suggest, Inc. helps it's clients accumulate and preserve wealth. But as most realize the process is not simple and clear cut. There isn't a “cookie cutter" approach or "sure bet" investment approach that will work for everyone.

Understanding the client and his complete financial situation in the context of his unique goals and objectives is what Suggest, Inc. does best. Suggest, Inc.'s seasoned investment professionals work individually with each client to understand his unique circumstances, needs and objectives to form an individual investment strategy. With highest level personal attention, this tailored strategy is implemented. An appropriate asset allocation strategy is developed based upon investment goals, time horizon and risk tolerance. The next step involves investing with carefully selected professional investment managers in individually managed accounts. Suggest, Inc. will monitor and review manager's investments and performance to ensure your investments and plan continue to work to meet your goals. A consolidated statement of your entire financial situation that includes performance data and market commentary will be provided quarterly.

Suggest, Inc. is a fee-based manager. Our extensive investment management experience along with utilizing the services of professional management consultant Cowan and Associates allow us to successfully sift through the thousands of management choices to carefully select the manager with the philosophy, process and risk profile that best meets your needs.

Suggest, Inc. will be in personal contact with the managers selected to manage your investments. Investment preferences and exceptions can be accommodated. Portfolios will be individually invested. This individual attention to investments is often reserved only for the extremely wealthy or institutional investor. Through Suggest, Inc. this individualized and tax advantaged investing is available affordably to all clients.