Company

Smith, Gatschet and Kobrin Financial Group is an independent financial service organization that provides investment management and planning services for individuals, trusts, corporate and qualified pension accounts. Based in Stockton, California, SGK Financial was founded in 1987. Over the ensuing years, our highly disciplined approach to investing, market evaluation and risk management has attracted a growing number of clients seeking to preserve capital, accumulate wealth and control risk. We provide our clients with highly personalized, hands-on service to pursue their financial goals and assist them in all areas of their financial lives including but not limited to investment planning, estate planning, retirement planning, education planning insurance planning and income tax planning.

Our investment philosophy is based upon our belief that the most important decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitude, objectives, circumstances and risk-taking capacity.