Your investment portfolio is just one piece of a much larger puzzle. We help you organize your goals, make sense of important issues life brings your way and implement a financial plan that will serve as our road map toward your financial freedom.
Investing is a noisy and complex world, but it doesn’t have to be. With intelligent investing, we eliminate the Wall St. noise. We follow a disciplined portfolio management process tailored to each client’s objectives as detailed in their customized financial plan. We emphasize tax-efficiency and risk-adjusted returns primarily using low-cost, liquid investment strategies while always acting as your fiduciary.
We follow a disciplined process built on time-tested investment experience:
Behind every successful individual is a dedicated, experienced team who understands, believes and stands up for your fiduciary rights. Our team does nothing but provide the best service to you.
Partner | Senior Advisor
Sean Richardson is a founder and partner at AllStreet Capital. Prior to launching AllStreet Capital, Sean spent the past 20 plus years working at Smith Barney, UBS and Morgan Stanley as a Senior Portfolio Manager helping clients develop and implement comprehensive planning and investment strategies. He works holistically with clients to integrate their wealth accumulation, risk management, retirements and other planning needs.
Sean resides in the community of Palos Verdes with his wife of 30 years, Debbie. While raising their three sons, he has been active in volunteering with Rotary, Pop Warner Football and Little League Baseball.
Sean graduated from the University of Utah with a Bachelor of Science Degree in Political Science. He holds the Financial Industry Regulatory Authority (FINRA) Series 7, 63, 65 as well as a Managed Futures and Life Insurance License. Sean also works as a FINRA Arbitrator.
Partner | Senior Advisor
Max founded AllStreet Capital after a twenty-year career that started in the late 1990’s as a Financial Advisor and Senior Portfolio Manager with Solomon Smith Barney, UBS and Morgan Stanley. At AllStreet Capital, Max is responsible for working directly with his clients on all aspects of wealth management. He has a specialty in modern portfolio theory and behavioral economics. Max believes the strength of his practice lies in the relationships that he develops with each and every one of his clients.
He has been married for 11 years to his beautiful wife, Ashley. They have a daughter Harper, and a son, Luke. He earned a Bachelor of Business Administration degree from the University of Oklahoma where he was a captain on the Varsity Tennis team. He holds the Financial Industry Regulatory Authority (FINRA) Series 7, 63, and 65 licenses. He also holds a Certified Investment Management Analyst (C.I.M.A.) degree.
Senior Business Manager
As Senior Business Manager of AllStreet Capital, Terri handles clients’ day-to-day administrative needs with the highest levels of personal service and attention. With more than 25 years’ customer service experience in the investment industry, Terri assists clients in virtually every area of their banking and financial lives, from performance reporting for high-net worth clients to account servicing and credit and lending services. She lives in San Gabriel, CA with her daughter Alyssa.
Schedule a meeting with the AllStreet Capital team today: