TOP 30 Investing strategies in Santa Monica, California

76 results found

Private Client Investing (PCI) is a finance institution located at 2801 Ocean Park Boulevard in Santa Monica, California, United States. Our mission is to provide superior investment opportunities and service to our clients and their families. We cater to smart California-based investors who seek a personalized and intimate service. Our services include sourcing and structuring real estate and real estate financial investment instruments to deliver attractive, risk-weighted returns. We specialize in identifying assets and opportunities that provide safe yields through our unique insight and contrarian nature. At PCI, we are committed to providing high-grade service that includes timely reports, clear profiles, and attention to detail for each transaction. We are a team of communicators who keep our clients informed about investments, marketplace changes, account updates, and emerging opportunities through various channels such as digital updates, telephonic communications, and quarterly writings.

Gerber Kawasaki Wealth and Investment Management is a leading finance and insurance agency located in Santa Monica, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on innovation and integrity, we strive to provide our clients with the highest level of service and expertise. Visit us at 2716 Ocean Park Boulevard to learn more about how we can help you secure your financial future.

U.S. Bancorp Investments - Financial Advisors in Santa Monica is a trusted finance institution located at 1401 Wilshire Boulevard in California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our advisors are here to provide you with the tools and support you need to succeed. Visit us today to learn more about how U.S. Bancorp Investments can help you secure a prosperous financial future.

Refresh Investments LLC is a finance institution located in Santa Monica, California, United States. We are a fee-only, fiduciary financial services firm with offices in Santa Monica and San Diego, CA, serving clients throughout Southern California and the United States. Our clients come from diverse backgrounds and have unique stories, but they all share a desire to feel empowered and assured that their assets are strategically invested to achieve their life's ambitions. As fee-only fiduciary advisors, we provide solid financial advice without any product sales. Our mission is to transform your financial experience by aligning your values with the wealth you've built and supporting you in creating your best financial life. We begin by clarifying your vision of the future and retirement, building a tailored financial plan or investment strategy, and monitoring and updating it as needed. We invite you to become part of our engaging community and see if we're the right fit for you. Contact us at our Santa Monica or San Diego offices to see how we can help change your life.

Fidelity Investments is a renowned finance institution located at 1200 Wilshire Boulevard in Santa Monica, California, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and guidance to help clients achieve their financial goals. Whether you're looking to save for retirement, grow your wealth, or plan for the future, Fidelity Investments has the expertise and resources to help you succeed. Trust in Fidelity Investments for all your financial needs.

The Santa Monica Pier Group - Morgan Stanley is a renowned finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a strong reputation for excellence in financial services, they offer a wide range of investment and wealth management solutions to their clients. Whether you are looking for assistance with retirement planning, portfolio management, or other financial needs, the experienced professionals at The Santa Monica Pier Group - Morgan Stanley are dedicated to helping you achieve your financial goals.

Herrera Clifton Hess, PC is a prestigious law firm located at 2497 East Harbor Boulevard, Ventura, California, United States. Specializing in various areas of law such as family law, criminal defense, immigration law, and civil litigation, our team of experienced attorneys is dedicated to providing top-notch legal support and knowledge to our clients. With over 40 years of experience, we have built a reputation for delivering effective and knowledgeable representation to individuals, families, and businesses in Ventura and Santa Monica. Our firm takes a client-focused approach, prioritizing integrity, advocacy, and understanding in every case we handle. We understand that the legal system can be daunting, which is why we are here to help you navigate through it and achieve your goals. Whether you need advice or representation, you can trust that Herrera Clifton Hess will work tirelessly to create actionable solutions tailored to your specific needs.

Yorkshire Realty, located at 28625 South Western Avenue in Rancho Palos Verdes, California, was founded by an attorney and a data scientist who found financial success through real estate investments in Southern California. This institution offers a wide range of services including real estate brokerage, property management, and legal expertise. With firsthand experience as buyers, sellers, landlords, and investors, Yorkshire Realty provides clients with a unique advantage in the real estate market. As a licensed real estate brokerage (DRE No. 02157925), Yorkshire Realty has facilitated numerous transactions throughout Southern California, specializing in residential properties such as homes, condos, and apartment buildings. Additionally, the institution manages both multi-family and single-family rental properties, overseeing all operational aspects from rent collection to tenant disputes.

The Clock Tower Building is a unique institution located at 225 Santa Monica Boulevard in Santa Monica, California, United States. This institution serves as a shopping mall and also operates as an alternative asset management platform in public markets. They specialize in seeding and investing in hedge funds across various strategies, as well as investing in early-stage fintech disrupters and companies focused on tackling climate change. The Clock Tower Building's strategy team produces macro-geopolitical research to identify investable macro themes. They have re-engineered the global macro hedge fund seeding model to make early-stage investments in macro hedge fund managers. Additionally, their venture capital arm, Clocktower Technology Ventures, exclusively invests in financial services innovation.

Easy Corp is a leading institution located at 11420 Santa Monica Boulevard in Los Angeles, California. With a commitment to providing top-notch services and solutions, Easy Corp offers a wide range of services to meet the needs of individuals and businesses alike. From financial consulting to business development, Easy Corp is dedicated to helping clients achieve their goals and succeed in today's competitive market. Visit us today to see how Easy Corp can help you reach your full potential.

City National Bank, located at 1315 Lincoln Boulevard in Santa Monica, California, is a trusted financial institution offering a wide range of banking and finance services. Our experienced Relationship Managers are ready to assist you with all of your financial needs. Since our establishment in 1954, we have been dedicated to helping our clients, colleagues, and communities succeed. Our commitment to integrity and building strong client relationships sets us apart in the industry. In addition to personal, private, and business banking services, City National also offers wealth management, brokerage, leasing services, and software solutions. We pride ourselves on our company culture that promotes diversity, equity, and inclusion in the workplace. As a subsidiary of the Royal Bank of Canada, one of the world's largest banks, you can trust City National Bank to provide personalized solutions tailored to your specific financial goals. Choose City National Bank for a personalized banking experience that goes above and beyond to help you thrive.

Northwestern Mutual is a reputable finance and insurance agency located at 11150 Santa Monica Boulevard in Los Angeles, California, United States. With a strong focus on providing financial security and protection for individuals and families, Northwestern Mutual offers a range of insurance and investment products to help clients achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized solutions and guidance to help clients plan for a secure future. Trust Northwestern Mutual to provide reliable and comprehensive financial services to meet your needs.

Stubbs Alderton & Markiles, LLP is a prestigious full-service law firm located in Santa Monica, California. With expertise in a wide range of practice areas, including mergers and acquisitions, venture capital, business litigation, and intellectual property, the firm's attorneys provide top-notch legal services to clients facing a variety of business challenges. Whether working with large corporations or small businesses, the team at SA&M is dedicated to helping clients navigate legal issues, grow their businesses, and ultimately achieve success. With a commitment to excellence, responsiveness, and practical business advice, Stubbs Alderton & Markiles, LLP is a trusted partner for businesses seeking expert legal counsel.

Much Wealth Management, Inc. is a finance and insurance agency located at 2716 Ocean Park Boulevard in Santa Monica, California. Our team is dedicated to helping you create sound financial strategies for your future, including retirement planning. By scheduling a meeting with us, you can discover what your ideal retirement looks like and receive a custom strategy to help you reach your unique goals. Our Much Better Retirement plan will examine your current financial situation and determine your retirement needs. If you are unsure whether your current retirement plan aligns with your goals, we invite you to download our complimentary guide to learn more about the importance of a sound strategy. Additionally, you can attend one of our informational seminars to gain insights into retirement income strategies, wealth management, and more.

Ocean Avenue Wealth Management is a prestigious finance institution located at 1431 Ocean Avenue in the vibrant city of Santa Monica, California. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust Ocean Avenue Wealth Management to navigate the complexities of the financial world and help you secure a prosperous future.

Merrill Lynch Financial Advisor Mathew Saltzman is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. As your Merrill advisor, Mathew Saltzman focuses on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. With a deep understanding of your financial picture, Mathew can create a flexible strategy tailored to today's market conditions. Through Merrill and Bank of America, you will have access to investment insights and banking solutions. Mathew Saltzman believes in building personalized wealth management strategies to help you achieve your goals. By participating in the community and volunteering with organizations, Mathew Saltzman follows the deep-seated Merrill tradition of service. Through Merrill Personal Wealth Analysis™, Mathew can help build a personalized plan centered around your goals. By understanding your investment personality, Mathew can customize a financial approach to help you pursue what matters most to you. Your financial approach will be continuously adjusted to reflect changes in your life and goals. With Mathew Saltzman as your advisor, you can expect a dedicated one-on-one relationship focused on helping you build a customized investment approach to address your needs and pursue your goals.

WellAcre Global Wealth Advisors is a leading financial institution located in the heart of Santa Monica, California. Our team of expert advisors is dedicated to helping clients achieve their financial goals and secure their future. With a focus on global wealth management, we provide personalized investment strategies tailored to each individual's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, WellAcre Global Wealth Advisors is here to guide you every step of the way. Visit us at 520 Broadway to learn more about how we can help you build a secure financial future.

TFG Capital Partners is a reputable finance institution located at 1453 3rd Street Promenade in Santa Monica, California, United States. With a focus on providing strategic financial solutions for businesses and individuals, TFG Capital Partners is known for its expertise in investment management, mergers and acquisitions, and financial advisory services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complex world of finance with confidence. Whether you are looking to grow your wealth, acquire a new business, or secure funding for a project, TFG Capital Partners is the trusted partner you need.

Merrill Lynch Financial Advisor John C Mulcahy is a reputable financial institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. Specializing in finance, the institution offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Merrill Lynch Financial Advisor John C Mulcahy is dedicated to providing top-notch financial guidance to individuals and businesses in the Santa Monica area.

Guttman Financial Planning is a trusted finance institution located at 1049 16th Street in Santa Monica, California, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized strategies and expert advice. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Adero Partners, located at 118 3rd Street in Santa Monica, California, is a finance institution dedicated to serving the unique needs of high-net-worth individuals and families. Inspired by the Latin phrase ‘I will be there,’ Adero Partners is committed to enhancing lives through thoughtful partnership. Recognized as one of America’s Top RIA Firms in 2023, Adero Partners offers a comprehensive suite of wealth management services, including financial planning, strategic investing, tax & advanced planning, and family office services. Their proactive and evidence-based approach to investing aims to optimize risk-adjusted after-tax returns, with a focus on providing access to private funds and bespoke portfolios for clients interested in ESG or values-based investment strategies.

Blue Chip Macro is a Registered Investment Financial Advisor located at 729 Montana Avenue, Santa Monica, California, United States. We offer money management, financial planning, and business consulting services. Our transparent compensation structure ensures no conflicts of interest, and we develop custom solutions tailored to your needs. Our patent pending investment algorithm protects and grows your wealth, while our expert advice can help your business thrive. As an independent fee-only Registered Investment Financial Advisor, Blue Chip Macro upholds a Fiduciary Standard of Care, always acting in the best interests of our clients. We offer a comprehensive suite of financial services including financial planning, asset management, retirement planning, and estate planning. Our focus is on providing objective and unbiased financial advice, free from commissions or affiliations with investment firms.

Mackinac Partners is a finance institution located at 201 Wilshire Boulevard in Santa Monica, California, United States. They specialize in providing financial advisory services such as restructuring, mergers and acquisitions, and capital raising to businesses in need of strategic guidance. With a team of experienced professionals, Mackinac Partners is dedicated to helping clients navigate complex financial challenges and achieve their goals.

Victus Capital Wealth is a prestigious finance institution located at 1327 Ocean Avenue in Santa Monica, California, United States. With a reputation for excellence in wealth management and financial planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Victus Capital Wealth provides personalized solutions tailored to your unique needs. Trust us to guide you towards a secure financial future.

Eddy Financial is a leading finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. Our team of experienced financial experts provide a wide range of services including investment management, financial planning, and wealth management. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you manage and grow your finances.

Wilshire Associates, located at 1299 Ocean Avenue in Santa Monica, California, is a trusted partner for institutional investors, financial advisors, and intermediaries. With innovative investment solutions backed by both qualitative and quantitative insights, Wilshire offers advanced modeling tailored to individual needs. Specializing in optimizing investment portfolios, understanding risks, and maximizing value, Wilshire provides superior market knowledge to clients such as central banks, pension funds, insurance companies, foundations, endowments, and family offices. Wilshire Associates also offers bespoke advisory services and outsourced CIO solutions, as well as a range of financial products customized to meet specific goals. Clients can benefit from new strategies and opportunities, access quality portfolio models, and utilize tools and resources for more meaningful conversations and improved investment outcomes. Wilshire also assists clients in integrating environmental, social, and governance considerations into their investment strategies through advisory services, research, and financial solutions.

Abacus Wealth Partners, located at 429 Santa Monica Boulevard in Santa Monica, California, is a finance institution dedicated to helping individuals, families, nonprofits, and foundations achieve financial ease and focus on what matters most. Our team of Advisors and CFP® professionals work collaboratively to provide comprehensive wealth management services both in-person and virtually. Through our innovative financial planning process and evidence-based investment strategy, we help clients stop worrying about money and fully experience life. Our Los Angeles team hosts educational workshops, seminars, and financial literacy courses in the community, and also gives back through volunteer work. If you're ready to expand what's possible with your money, contact us for an introductory call. Abacus Wealth Partners is a Registered Investment Adviser with the U.S. Securities & Exchange Commission, offering personalized financial advice and services.

Provident Financial Management is a reputable finance institution located at 3130 Wilshire Boulevard in Santa Monica, California, United States. With a focus on providing expert financial services, they offer tailored solutions to help individuals and businesses achieve their financial goals. Whether it's investment management, retirement planning, or wealth preservation, Provident Financial Management is dedicated to helping their clients secure a stable financial future. Their team of experienced professionals is committed to delivering personalized and comprehensive financial strategies to meet the unique needs of each client. Trust Provident Financial Management to be your partner in financial success.

One Wealth Management is a finance institution located at 233 Wilshire Boulevard, Santa Monica, California, United States. We believe that relationships are key to success, inspiring trust and discipline for mutual growth. Our team is dedicated to understanding your goals and helping you reach your full potential. Our experienced advisors specialize in investment management strategies and financial planning, analyzing, customizing, implementing, and protecting plans to help you achieve financial success. We work as a team to fulfill your goals and provide a wide range of financial services to meet your needs.

Merrill Lynch Financial Advisor Layne R Tally is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Managing your wealth begins with a deep understanding of your full financial picture, and Layne R Tally can help create a flexible strategy tailored to your individual goals. With access to investment insights from Merrill and banking solutions from Bank of America, Layne R Tally offers personalized wealth management strategies to help you pursue your financial goals. Layne R Tally believes in participating in the communities they serve, and volunteers with organizations in the community. By using Merrill Personal Wealth Analysis™, Layne R Tally can build a personalized plan centered around your goals and aspirations. They focus on what matters most to you, whether it's transferring wealth, saving for a home, or planning for retirement.