Firmo is an independent, fee-based and performance-based Registered Investment Advisory firm.


We don't charge commissions for portfolio management services. Instead we charge a straight fee, a percentage on the amount of assets under management.


This means our advice to you is completely based on what's best for you. Period. We think it's the only arrangement that's fair to clients.


Our team of talented professionals are committed to building lifelong relationships with clients based on honesty, prompt service, and results. We use the best research and technology available to help you succeed with your financial goals.

Subscribe for Firmo's Newsletter on market commentary and economic news

Our Approach
Investing with a purpose.


Transparency, focus, and great client services are what Firmo believes in. We do not invest just to invest.  Firmo takes the Investing with a Purpose approach to managing your money. 


Prior to making recommendations, we discuss what is most important to the client, you. We ask the important questions. 


Why do you want to invest? What are your most important goals? What are your expectations? What kind of decisions need to be made to reach your goals? 


Taking the time to answer these questions will help determine the right course of action for you. 


Together, we will create a plan to help you succeed. In your plan, we address the potential road blocks (economy, tax changes, personal financial challenges, etc.) and possible solutions to overcome those obstacles to give the highest likelihood of accomplishing your goals.


Get your plan in motion today and start investing with a purpose.

News & Publications


CDC confirms first possible community transmission of coronavirus in US

U.S. health officials confirmed the first possible community transmission of the coronavirus in America, a troubling sign that the virus could be spreading in local cities and towns.

The Centers for Disease Control and Prevention doesn’t know exactly how the California patient contracted the virus. The individual is a resident of Solano County and is receiving medical care in Sacramento County. The patient didn’t have a relevant travel history or exposure to another patient with the virus, the CDC said.

“At this time, the patient’s exposure is unknown,” the CDC said in a statement. “It’s possible this could be an instance of community spread of COVID-19, which would be the first time this has happened in the United States.”

The case was picked up by clinicians in the public health system, the agency said. It brings the total number of cases in the U.S. to 60, a bulk of which are people who were evacuated from Wuhan, China or the Diamond Princess cruise ship that was quarantined off the coast of Japan.

Contact Us



310 807 7000


Los Angeles Office

127 N. Madison Ave, Suite 103
Pasadena, California 91101




Firmo Services

Fee-Based Money Management​

Performance-Based Money Management


BRI Portfolio Management

Corporate Retirement Plans (401K)​

Risk Management/ Insurance Solutions​​

Financial Planning​​​​​

Business Planning​​​​​

Succession Planning​


It is impossible to predict exactly how the Greek crisis will play out. The next major signpost for the crisis, assuming that neither side in the negotiations “blinks” this week, will be the July 5 referendum. If Greek citizens vote to accept more austerity measures, then prospects of eventual agreement between creditors and the government of Greece would improve markedly. Although the current Greek government may fall if the population votes “yes,” the present bout of financial market turbulence likely would die down quickly in the aftermath of a “yes” vote. On the other hand, however, a “no” vote likely would lead to Greek default and exit from the Eurozone and further financial market volatility. Stay tuned. By Jay H. Bryson Global Economist 



In my time working with the great economic forecaster Robert La Morte, from Behavioral Economics, he showed me how to identify economic and technical trends of a market cycle that has had its run looking for a correction. We are of the belief that short term, the markets may rally some, but the correction process has started. We are looking at a significant correction of around 15-25 percent from the highs by the end of the year.



Firmo is proud to present Vice President, Investments - Carlos Lopez Jr., who will help oversee Firmo Investment Consulting Services' fixed income and institutional services from the Dallas/ Ft. Worth metroplex at: 5048 Tennyson Parkway, Suite 250 Plano, Texas 75024. Carlos brings more than 19 years of experience in the financial industry working with such companies as: UBS as an Investment Advisor, Stone & Youngberg as Vice President of High Yield Sales Trading, and at GoldenTree Asset Management, LP as a Senior Business Analyst.



Today's housing numbers, MBA mortgage demand and New Home sales, were terrible. Reiterating our US Housing Slow down Macro Theme for Q2 2014.

Firmo Investment Consulting ServicesTM 2014 


  • facebook-wood.png
  • twitter.png
Roman Aquedect