Goldstein Franklin, Inc. Investment Management
Goldstein Franklin, Inc. is a employee-owned Business Advisory, Hedge Fund Management, Risk Management and Capital Management firm and Certified Public Accountants, which has been in business since April 2012. Frank Igwealor, CPA, CMA, CFM, MBA, JD, MSRM is the Principal and Managing Partner. Alongside investment, hedge fund and accounting services, Goldstein Franklin also provides non‐investment related financial literacy training and educational seminars and workshops to clients of community-based nonprofit organizations. Goldstein Franklin is registered as an investment adviser in California since 2018.
Information of Goldstein Franklin
Goldstein Franklin’s Brochure may be requested by contacting Frank Igwealor, Principal
and Managing Partner, at (310) 895-1839 or firstname.lastname@example.org.
Goldstein Franklin provides business and investment advisory and portfolio management services for private clients and companies .
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
Get in touch with us at email@example.com or call us at (310) 895-1839.
Our dedicated staff would meet with clients periodically to review their financial situation, answer questions, and determine if any adjustments need to be made relative to their financial, tax and accounting objectives, risk tolerance, portfolio construction/reconstruction, portfolio re-balancing, trade-performance reviews and time horizon recast.
Goldstein Franklin is a registered investment advisor in the State of California since 2018. Goldstein Franklin provides business and investment advisory and portfolio management services for private clients and companies (all collectively called “clients” going forward in this document) through a Full Trading Authorization and/or a Limited Power of Attorney, Proprietary Trading Model design Hedge Fund creation, capitalization and distribution.
Goldstein Franklin offers an impressive array of consulting and advisory services from litigation support to evaluating potential business opportunities and assisting with complex business transactions. Our experts routinely manage critical business situations and work closely with attorneys, bankers and other professionals to solve complex problems, reduce risk and take advantage of opportunities in the marketplace.
Transaction Advisory Services:
With over 10 years of experience in the mergers and acquisitions arena, our team of professionals is both knowledgeable and proactive. From due diligence and tax structuring to mergers and acquisitions to going public on the U.S exchanges, multi-industry vertical/horizontal Rollups and post-transaction integration, Goldstein Franklin has the technical expertise to sort through and organize the financial and accounting details you need to know. As advisors, we take the time to help you understand and evaluate your options.