“Alan is the best financial businessman we know. He asks questions to fully understand what our needs and risk tolerances are, then identifies a path that meets what we’re looking to achieve. His current work has created a much safer and more consistent return on our investment, and there’s no need to be reliant on stock market conditions and their volatility”
About San Diego Capital Management Services, LLC
Our commitment to developing long lasting and meaningful relationships with our investors is the cornerstone of our company philosophy. Our founder, Alan D. Smith decided to leave the corporate firm investment culture which often focuses on the company versus the client. San Diego Capital Management Services LLC, has the independence to successfully identify and make strategic investments in real estate assets with the primary goal of providing investors with exceptional value, strong returns and steady income. Our vision is to build sustainable wealth and long term growth for our investors through a replicable process of financial analysis and risk management.
Our Principal Investment Strategy
The primary issues investors have experienced over the last 30 years is the instability and volatility in the stock market and resulting, high risk investments. This is coupled with low yields on more secure, fixed rate investments. This creates an environment with very few investment strategies with reliable and consistent returns and stability of principal. In addition, because most publicly traded investments have a high correlation to other stock market investments, asset allocation is not as diverse as perceived.
A diversified portfolio of income producing commercial real estate properties located in strategically important, high demand areas. A true hedge to the stock market with very little correlation. Investors can choose between a fixed rate of return and time period, or invest for growth.
“YOU DON’T HAVE TO RELY ON THE STOCK MARKET ALONE”
THE SELF-DIRECTED IRA
Knowledgeable investors realize they don’t have to rely on the stock market alone as the only investment option for their retirement accounts. A self-directed IRA allows for investments in a wide variety of alternative asset classes such as Private Placements and Real Estate including Residential Income/Growth Properties, Commercial Real Estate Properties- Multi-Family buildings, Class A Office, Medical and Retail, Mortgage Notes, Trust Deeds, and REITs. There are many advantages including tax deferral, protection against stock market volatility, non-stock market correlation, lower investor fees and a hedge against inflation.
San Diego Capital Management Services, LLC works together with a third party custodian who specializes in the custody and administration of real estate and other alternative assets. They handle all retirement account reporting including federal requirements, state requirements, required distributions and tax withholding.
FIXED RATE INVESTMENT
Similar to a bond or CD, the Fixed Rate Note (FRN) has a predetermined rate of return for a certain time period. For example, 250k at 6% for 10 years. Our FRN offers investors
the opportunity to diversify their holdings, hedge against risk, gain returns, and achieve greater yields.
- Can be held in a qualified retirement account with an expert third party alternative asset custodian and maintain tax advantages
- Earn above market returns with consistent income
- Terms from 3-15 years
- Payments can be taken quarterly or tax deferred until maturity
- SL & ML, Colorado Springs, Colorado
“We have relied on Alan Smith with our investments for many years. His suggestions and negotiations have been most successful; we trust his judgment and integrity completely.”SP & JP, Bellingham, Washington
“We feel secure in our future retirement knowing exactly what our returns will be.”DA & RA, La Jolla, California
Our Leadership Team
Chief Executive Officer
440 Stevens Avenue Suite 200, Solana Beach CA 92075