Babylon_Wealth (1)

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Welcome to Babylon Wealth Management

• As a service based wealth management firm, we
  offer clear, actionable recommendation to
  professional financial advisors, family offices,
  endowments and foundations, defined benefit plans
  and high net worth individuals.
• We are a fee-only wealth management and financial
  planning firm that is passionate about helping
  our clients achieve their personal and financial
  goals. As a fee-only firm, we never earn sales
  commissions or sell financial products. Furthermor
  e, we are committed to acting in our clients
  best interest by providing unbiased advice and
  investment management solutions.

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How we work

• PHASE 1Contact Our approach to wealth
  management is targeted around every individual
  consumer and their specific requirements. We'd
  like to hear from you for an initial
  consultation.
• PHASE 2Know Each Other In our initial meeting
  or goal is to introduce ourselves to each other.
• PHASE 3Investment Strategy Dive into your
  finances and discuss investment ways to fulfils
  your financial goals.
• PHASE 4Making Portfolio Refine and finalize
  your path to financial freedom and proceed to
  paperwork for your account(s) and work toward
  onboarding.
• PHASE 4Welcome to Babylon Wealth Management We
  implement your investment strategy and provides
  you ongoing monitoring management service.

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Fee-only Financial Advisor

• Personalized Approach We are a boutique wealth
  management firm passionate about helping you
  achieve your personal and financial goals.
• Investment Expertise Our concierge level
  investment oversight is pivoted to your unique
  needs, objectives and risk tolerance.
• Fiduciary Commitment We are committed to
  providing you with an unbiased and fiduciary
  investment advice.
• Bespoke Support Our tailored advice has
  an in-depth focus on long-term growth, wealth
  preservation, and tax efficiency.
• CONTACT US TODAY

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According to a Vanguard research, a professional
investment advisor can add up to 3 of additional
returns to their client portfolio.
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Our Services

• Our best financial advisor firms follow the
  principles of portfolio diversification,
  long-term investing horizon, quality selection
  and risk-adjusted performance. We offer you a
  wide range of investment solutions including
  low-cost index funds, smart beta ETFs, mutual
  funds and individual investments in stocks and
  bonds.
• Outsourced Chief Investment Officer We provides
  Outsourced Chief Investment Officer services to
  Registered Investment Advisory firms, family
  offices, endowments and foundations, defined
  benefit plans, and other institutional clients.
• Private Client Services We provide private
  client services, private wealth management and
  investment management solutions tailored to your
  unique risks and objectives.
• Workplace Retirement Our Workplace Retirement
  Advisory, 401k financial advisor provides
  tailored investment and retirement solutions for
  small and mid-size businesses. We work with
  business owners to establish and promote new
  workplace retirement plans at an affordable cost.

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Benefits of Outsourced Chief Investment Officer

• Our mission is to partner up and understand your
  distinct investment circumstances and risk.
• Delegate investment responsibilities to
  accelerate growth
• Free up internal resources
• Close the gap between assets and liabilities
• Focus on core services and key stakeholders
• Manage your unique investment risks and
  objectives
• Access to bespoke and dedicated support

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Why work with us?

• As fiduciaries, we partner with you to help you
  achieve your financial goals by building a robust
  investment plan with an emphasis on portfolio
  diversification, in-depth investment research,
  and tax efficiency.
• Fiduciary Our mission is to provide advice in
  your best interest
• Fee-only compensation Our fees are transparent.
  We never charge any commissions.
• Expertise The firm was founded by a CFA charter
  holder and Wall Street veteran
• Client focus We spend time listening to your
  financial goals and concerns

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Workplace Retirement Service

• We Offers
• Open architecture low-cost 401k and profit
  sharing plans
• Fiduciary administration of employee retirement
  plans
• Investment policy statements
• Evaluation and monitoring of investment options
  and benchmarking
• Annual anti-discriminatory plan testing
• Educational services and training resources for
  program participants
• Discounted financial planning services to you and
  your employees

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Market Outlook 2019

• The US Economy remains strong despite headwinds
  from multiple directions. Major macroeconomic
  factors are in positive territory.
• Highest corporate earnings growth since 2010,
  over 25 over the first 3 quarters of 2018
• The last quarter of SP 500 EPS growth is
  expected to be between 12 and 15
• Equity valuations reach fair territory after the
  recent selloff.
• GDP growth over 3
• Record high consumer sentiment
• End of year holiday shopping is expected to beat
  all records
• Record low unemployment
• Highest wage growth since 2008
• Business activity remains high
• Interest rates remain under historical levels
• Low oil prices will temper inflation and lower
  business cost
• Read More

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About the author

• Stoyan Panayotov, CFA is the founder and CEO
  of Babylon Wealth Management, a fee-only
  investment advisory firm based in Walnut Creek,
  CA. Babylon Wealth Management offers personalized
  investment management and financial planning
  services to individuals and families.  To learn
  more visit our Private Client Services page here.
  Additionally, we offer Outsourced Chief
  Investment Officer services to professional
  advisors (RIAs), family offices, endowments,
  defined benefit plans, and other institutional
  clients. To find out more visit our OCIO page.
• About Babylon Babylonia was an ancient
  civilization in Mesopotamia between 19BC and 3BC
  centuries. The name Babylon or Babil means
  The Gate of God. At its peak, Babylon was the
  largest city in the world and the first to reach
  a population of 200,000. It was the
  administrative capital of the Persian Empire for
  200 years. In its prime, Babylon flourished as a
  local center for science, learning, commerce, and
  art.

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Contact Us

• If you have questions about your investments,
  want to learn more about our services and fees,
  or would like to schedule a consultation, please
  contact
• Babylon Wealth Management
• Call [phone]
• Website www.babylonwealth.com
• Mail stoyan_at_babylonwealth.com
• Main Office 1990 North California Blvd, Suite
  800Walnut Creek, CA 94596, United States
• San Francisco201 Spear Street, Suite 1100, San
  Francisco, CA 94105
• Pleasant Hill3478 Buskirk Avenue, Suite 1000,
  Pleasant Hill, CA 94523
• Oakland1300 Clay Street, Suite 600, Oakland, CA
  94612