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Newport Beach, CA
How to reach Todd Rustman
Leading Wealth Advisor
GROW
Todd Rustman, CFP®, CFA®, CLU®, CWPP, “Arrange email me at trustman@gr-cam.com.
Senior Wealth Manager
whatever
pieces come
LIVE
your way.”
Besides the obvious, what is a good – Virginia Woolf
None required
The remaining portion of the monthly amount). Minimum Fee for Initial Meeting
Professional Services Provided Planning, investment advisory, money
management and asset protection services; life settlements
client’s investable portfolio is further Diversification is not simply adding Todd Rustman is a cofounder of
$5 million
segmented into four other five-year an array of investments to a portfolio Levendi Winery in Napa, Calif. Minimum Net Worth Requirement
Association Memberships FPA, CFA Institute, California Representative
These investments may have
$500 million
of return, which guide the diversifica- folio and filling it with diverse invest- Value of these investments, Largest Client Net Worth
www.gr-cam.com trustman@gr-cam.com
tion process and length of time in the ments to help you reach your goals. when redeemed, may be worth
Website Email
16 years
more or less than their original
Financial Services Experience
cost. Purchasers should care-
Securities are offered through NEXT Financial Group Inc., member FINRA/SIPC. GR Capital Asset fully assess the risks associated
Management is not an affiliate of NEXT Financial Group. with an investment in these
*Diversification does not eliminate the risk of market losses. types of assets.
GR Capital Asset Management 660 Newport Center Drive, Suite 770, Newport Beach, CA 92660 800.805.7526
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