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PALADIN RESEARCH REPORT FOR:

Steven Medland

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Telephone Advisor
714.704.9180

I. Snapshot

A. Registry Member
  • Since 2007
B. Years of Experience
  • 15
C. College Degrees
  • The Wharton School, UPENN - MBA, 2002
  • U.S. Merchant Marine Academy, Kings Point, NY - B.S., 1992
D. Certifications
  • CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Risk management is at the heart of our approach to financial planning. With our expertise in mathematical analysis and financial planning, we make careful investment choices by methodically monitoring market analytics and influencers to help you grow your financial security and optimize your financial future. With over 32 years of experience helping clients manage their financial affairs and more than $130 million in assets under our management, TABR is a professional partner you can trust.

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
  • Steven Medland
B. Main Location
  • 500 N. State College Blvd., STE 1320
    Orange, California, 92868
C. Telephone
  • 714.704.9180

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • TABR Capital Management, LLC
B. Relationship to Firm
  • Partner
C. Name of RIA
  • TABR Capital Management, LLC
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Fidelity Institutional

V. Credentials

A. Years of Financial Experience
  • 15 Years
B. College, Degrees, Years
  • The Wharton School, UPENN - MBA, 2002
  • U.S. Merchant Marine Academy, Kings Point, NY - B.S., 1992
C. Current Certifications
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association
  • National Association of Personal Financial Advisors
E. Firm Credentials
  • Number of professionals 2
  • Average years of experience 50
  • Combined degrees 3
  • Combined certifications 2

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Did Not Answer
D. Registration & License Numbers
  • CRD: 4421065
  • IARD: 129959
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Risk management is at the heart of our approach to financial planning. With our expertise in mathematical analysis and financial planning, we make careful investment choices by methodically monitoring market analytics and influencers to help you grow your financial security and optimize your financial future. With over 32 years of experience helping clients manage their financial affairs and more than $130 million in assets under our management, TABR is a professional partner you can trust.

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • 230
D. Assets (Management, Advisement)
  • $120,000,000
E. Methods of Compensation
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Monthly)
  • Newsletters (Quarterly)
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    We look at investing differently. Investing strikes an emotional chord for individuals and professionals alike. This is where our disciplined, objective, and systematic approach serves you so well. Our approach to the markets can be summed up in three words: Disciplined Risk Management. We believe that preserving capital is as important as generating big returns. To achieve these twin goals, we use proven quantitative and technical models to guide our asset commitment decisions.

VIII. Clients & Services

A. Types of Clients
  • Business Pension Plans
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Steven Medland
Most Recent Update:
  • Jun 29, 2016

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