Pertria Announces The Addition Of LGS Insurance Services To Real Estate Investment Firm
Founded in 2004, Pertria advises clients throughout Silicon Valley and the San Francisco Bay Area in real estate residential sales, investment analysis and management, providing established relationships with financial advisers, and legal counsel.
LGS, an independent insurance agency, delivers individual, family and business insurance solutions with an emphasis on superior knowledge and customer service. Their team includes Steven Durham, owner and licensed agent since 1990, licensed agents Heather Durham, Christina Stubler and Rikki Hunt.
Unlike “captive agents” who can only offer one brand or line of product, LGS is a licensed insurance broker representing the best national property, casualty, life and health insurance providers.
Regarding adding insurance services to Pertria, Brian Bernasconi, Investment Broker, commented “A biological, social or economic system cannot be determined or explained by its component parts alone. The way in which the system functions as a whole plays an important role in the function and behavior of each of the parts.”
“And so it is at Pertria” adds Bernasconi. “Individual practitioners provide the highest standard of practice while collectively offering access to an integration of like-minded professionals. It is the natural succession that with all investments there is risk and, accordingly, the need for risk management. Insurance services therefore become the underpinnings of any sound, well-grounded investment strategy.”
One of the most important aspects of purchasing real estate or planning is the strategic implementation of appropriate insurance to protect investments.
“Pertria takes a high-level view on behalf of its investor and homeowner clients. Insurance is a significant but often overlooked component of each investment strategy” said Steven Durham, Owner of LGS.
Combining LGS’s insurance expertise with the impeccable customer service to which Pertria’s clients are accustomed is yet another example of Pertria’s ever-growing offer and advantage in the marketplace.
In 2004 Pastorino founded Pertria, a firm representing residential and commercial real
estate sales, investment analysis and property management strategically aligned with like-
minded financial professionals including certified financial planners, tax advisors,
insurance specialists and specialized legal counsel collectively providing clients with
well-grounded strategies focused on maximizing opportunities and mitigating risk.
Firm Facts: Licensed real estate brokers who have passed the Series 65 exam;
Experienced in charitable remainder trusts; IRC§ 121, REO and short sales; divorce;
probate and relocation; reverse exchanges, and IRC§1031-1033;
management portfolio exceeds $202 million in value; Real property management
portfolio rent revenues of $9.2 million annually; Integration of technology providing
increased capacity to efficiently process client; financial reporting and resident
management; Establishment of rigorous 26 week Real Estate Investment Advisory
education course featuring speakers from disciplines ranging from Legal Counsel,
Financial Services, Insurance, Commercial, Exchange Coordinators, TIC, Trusts, IRA.
For more information on Pertria and Helen Pastorino, please visit www.pertria.com