Needelman Asset Management, Inc. is an independent Registered Investment Advisor located in south Orange County, CA. Our firm invests on behalf of clients, primarily serving individuals, families, and small business qualified plans. We specialize in the production and maintenance of custom tailored portfolios using a variety of asset classes including, stocks, bonds, preferred securities, REITS and alternative funds. In addition, we work with our partners to participate in non-standard asset offerings such as, direct private lending and private equity.