Marks Theriot Walston & Co., Inc. 
545 South Figueroa Street, Suite 1202 
Los Angeles, CA 90071 
Office: (213) 221-7604 Fax: (213) 537-0274 

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Marks Theriot Walston & Co., Inc. works with its clients to identify their investment goals and objectives as well as risk tolerance in order to create an initial portfolio allocation. This portfolio may consist of, but not be limited to individual stocks or bonds, electronically traded funds, no-load funds and/or load-waived funds (front-end commissions are not charged). Assets are allocated among several categories to mitigate the risk associated with particular markets.

Asset Allocation
Investment Process
Equity Investing
Fixed Income Investing
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