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Mt. Diablo, Danville, CA

Devil Mountain Investment Management employs a strategy of financial planning unique to each client with the goal of providing long term wealth creation and preservation. This strategy is accomplished through the use of equity & fixed income ETFs, Index Funds and Tax Advantaged instruments. It is our philosophy to be a risk averse and proactive investment manager with the ability to adjust investment mix and selection as needed based on market conditions, global macroeconomic events and client needs.

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