Contact Us

4299 MacArthur Boulevard, Suite 100
Newport Beach, CA 92660


Email | admin@buffalocapital.com 

Phone | (949) 476-2799     Fax | (949) 476-2790 

Achieve Financial Wellness With Your Personal "Financial Quarterback"

Retirement Planning

Asset
Allocation

Security
Selection

Investment
Management

Risk
Management

Behavioral
Psychology

Our Five Step Portfolio Management Process

Asset
Allocations

Object
Setting

STEP 1

Objective
Setting

STEP 2
Asset

Allocation

STEP 4
Investment

Selection

1

STEP 3
Sector

Allocation

STEP 5
Portfolio Review Process

Our Investment Strategies

Balanced Strategies

Diversified equity and
fixed income strategies

Income Strategies

Actively managed
fixed income strategies

 

Balanced
Strategies

Balanced portfolios are tailored to meet each client’s specific objectives consistent with their personal risk profile, which can range from conservative to aggressive.

 

Our balanced portfolios blend varying degrees of equity and fixed income exposure to tailor the level of risk and potential return to meet each individual client’s objectives.  

 

Income
Strategies

Buffalo Capital’s Income Strategies are actively managed for clients who seek to generate total return above and beyond what is typically available in the traditional investment grade bond market.

Managed
Income Strategy

Opportunistic
Income Strategy

Interested In Hearing More?

Book an appointment with Buffalo Capital.