Multi-Asset Portfolio Design
Construction of diversified portfolios across major asset classes, calibrated to client objectives and risk tolerance, with careful attention to correlation and downside risk.
Asset Management
Stewarding Capital
With Discipline & Clarity
Creekview Santa Rosa, LLC is an independent asset management firm focused on the long-term preservation and growth of capital for private investors, families, and businesses across the United States.
The Firm
About Creekview Santa Rosa, LLC
An independent asset management firm dedicated to careful stewardship of client capital, with a focus on clarity, accountability, and long-term partnership.
Creekview Santa Rosa, LLC provides asset management services with a focus on thoughtful portfolio design, transparent communication, and disciplined execution. The firm brings together investment experience, structured research, and a clear risk framework to support clients across market environments.
We work with clients to understand their objectives, risk tolerance, and time horizon, and then design investment strategies that are aligned with those priorities. Our approach emphasizes diversification, quality, and a measured view of risk and return.
We see asset management as a long-term responsibility: managing risk sensibly,
allocating capital prudently, and staying anchored to fundamentals even when markets are noisy.
- Independent perspective with a client-first mindset.
- Research-driven evaluation of asset classes and opportunities.
- Structured risk management framework to help protect capital over time.
Capabilities
What We Focus On
Creekview Santa Rosa, LLC offers a focused range of asset management capabilities designed to support long-term capital preservation and growth.
Public Markets Allocation
Research-driven asset allocation to equities and fixed income markets, combining fundamental analysis with a disciplined rebalancing and risk management process.
Risk & Liquidity Framework
A structured approach to managing risk, liquidity, and concentration, designed to help clients remain prepared for both expected and unexpected market conditions.
Approach
How We Manage Assets
A clear, repeatable process that combines research, risk awareness, and straightforward communication with clients.
Our investment approach is built around a few simple ideas: understand each client clearly, apply a disciplined framework to portfolio construction, and stay focused on the long term.
We avoid short-term speculation and instead emphasize quality, diversification, and resilience. Our team continually reviews market conditions and portfolio exposures, making adjustments when they align with our research and clients’ objectives.
- Research-driven assessment of opportunities and risks.
- Emphasis on long-term capital preservation and growth.
- Transparent communication about portfolio positioning.
1
Understand Objectives
We begin by clarifying each client’s goals, constraints, and time horizon, and by
discussing their comfort with different types of risk and volatility.
2
Design the Portfolio
Using this understanding, we design a diversified asset allocation that aims to balance
growth potential with capital protection, grounded in our research.
3
Implement with Discipline
Portfolios are implemented with attention to cost, liquidity, and risk, using an approach
that favors consistency and clarity over unnecessary complexity.
4
Monitor & Review
We monitor portfolios, review performance in context of objectives, and update clients
with clear reporting and conversations about any adjustments we recommend.
Focus
What Guides Our Work
Three guiding principles shape how Creekview Santa Rosa, LLC approaches every client relationship and every investment decision.
Capital Preservation
Managing risk with intention
We recognize that protecting capital over time is as important as seeking return.
Clarity
Transparent communication
Clients receive straightforward explanations of portfolio positioning and decisions.
Alignment
Client-first mindset
Our work is guided by the objectives and constraints that matter most to our clients.
Discipline
Process over headlines
We stay anchored to a disciplined process rather than reacting to short-term noise.
Contact
Get in Touch
For more information about Creekview Santa Rosa, LLC and our asset management approach, please reach out using the details below or the contact form.
Creekview Santa Rosa, LLC
23 Corporate Plaza Drive, Suite 150-88
Newport Beach, CA 92660
Phone: 949-644-3939
Email: [email protected]
Website: auczon.com
Please note: This website is for informational purposes only and does not constitute an offer or solicitation to buy or sell any security or financial product.