Decision Investments is a financial advisory firm based in San Diego, California, offering independent advice and personalized wealth strategies. The firm describes its approach as client-first and fiduciary, with fee-only transparency and financial plans tailored to each client’s values, goals, and risk tolerance. Its investment management uses fundamental and technical analysis, aiming to pursue growth, income, and principal protection while managing risk.

Services include active portfolio management, financial planning, retirement plan services, executive services, and 401(k) advisory. The firm also supports self-directed 401(k) accounts and rollover IRAs. Its enhanced dividend portfolio strategy focuses on generating a dividend yield above 6%, protecting principal, and growing clients’ wealth and investment income while seeking to minimize risk and taxes. Through impact investing, clients can align part of their portfolios with causes they care about; Decision Investments says it donates 10% of its fees to support a client’s chosen cause. The firm presents its work as a comprehensive, ongoing partnership, helping clients navigate financial decisions and pursue their long-term objectives.