Financial Advisor

IV Lions is a low cost financial advisor based in the Bay Area with clients across the U.S. Our mission statement is to offer clients conflict free, affordable, personalized financial advice which combines the power of low cost, tax efficient, index investing with the risk management and diversification benefits of alternative investment strategies. Our current fee schedule can be found here >>.

Families and Individuals

Our conflict free, low fee private client service is designed to deliver sophisticated, objective investment advice to help our clients meet their financial goals. These goals include saving for retirement, minimizing taxes and protecting and building net worth. Learn more >>

Retirement Plan Solutions

We work with businesses and business owners to construct retirement plans that maximize deferrals and help to retain key employees. The plan solutions are tailored to the unique requirements of each client and the costs involved are significantly offset by the benefits to both the employer and employee. Learn more >>

Nonprofit Organizations

Smaller foundations often look very different from their larger cousins. Whilst there are some valid explanations for this, there is no reason why these organizations should not be aspiring to the same principles of investing and return targets. We will work with smaller foundations to deliver a cutting-edge investment program. Learn more >>


About IV Lions

Nelson’s column in London’s Trafalgar Square is guarded by four huge bronze lions cast from the metal of guns taken from old naval battleships. The Battle of Trafalgar represents triumph over adversity and the lions are symbolic of the financial guardianship we offer our clients.


Investing Quotes

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    • “Be fearful when others are greedy. Be greedy when others are fearful.”

      —Warren Buffett

    • “The individual investor should act consistently as an investor and not as a speculator.”

      —Benjamin Graham

    • “Know what you own, and know why you own it.”

      —Peter Lynch

    • “Sometimes your best investments are the ones you don’t make.”

      —Donald Trump

    • “It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong.”

      —George Soros

    • “My favorite holding period is forever.”

      —Warren Buffett

    • “The essence of investment management is the management of risks, not the management of returns.”

      —Benjamin Graham

    • “You make most of your money in a bear market, you just don’t realize it at the time.”

      —Shelby Davis

    • “We have two classes of forecasters: Those who don’t know and those who don’t know they don’t know.”

      —John Kenneth Galbraith


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