Investment Companies in Monterey, CA

Evanson Asset Management Specializing in index and passive management. Low cost, fixed annual retainer fees. EAM offers low-cost fixed quarterly retainer fees and specializes in index and passive investment management. EAM derives its investment strategy from Modern Portfolio Theory, and makes use of DFA, Vanguard, and ETF funds, as well as cash equivalents, maturity laddered bond portfolios' and personal securities.

We deliver personalized investment management solutions to cover the customer's finest interest.

4.00 milesWelton is an alternative investment director specializing in managed futures and global macro strategies. Our investment philosophy relies on using scientific methods to uncover and...

4.00 milesFrom 1978 - 1989, Xavier was a Senior Portfolio Manager at Lehman Management Company now Ark Asset Management Company where he jointly developed the Lehman indices. He has utilized...

43.47 milesRecording of previous CentsAbility calls can be purchased. Our financial services are all about you and the growth of your money - which requires new and innovative tools for creating...

47.52 milesPGRS has earned its core strategies and services upon the fundamental tenet thatPhilosophy, Design, Implementation, and Discipline are inseparable. OUR PHILOSOPHY, an Academic Approach...

50.47 milesLMC was built on the philosophy that the finest interest of the customer always comes 1st. We approach each customer's goals individually and consider all financial decisions by looking...

51.03 milesJuly third: SOS announces TEAM - Total Equity Administration & Management - a new scalable and flexible way to fill any and all gaps in your stock plan management. June 21st: SOS announces...

51.03 milesIt was established in 1999 by Dr. Paul H. J. Kim and has special relationships along with other sources of capital to invest. We like to take a very active role in actually creating...

59.69 milesThank you for your interest in the services of our company. What follows is information on what we do as investment advisers and financial planners, our qualifications, and our fee...

59.69 milesVista Wealth Management Vista helps both personal and families to achieve financial security through proactive, independent wealth management. At Vista we do your financial planning,...

59.69 milesPacifica Fund is a Silicon Valley venture fund specializing in early investments in select, emerging information technology, energy, and materials firms. Because we currently have established...

59.69 milesFor over 45 years, the aim of Asset Management Company has been to partner with visionary entrepreneurs and aid create valuable new firms and important new industries by investing capital...

59.69 milesEstablished in 1989 by Paul Resnick and Ken Bilodeau, AKJ Asset Management is an investment counseling company that supplies personalized portfolio management for individuals, retirement...

59.69 milesThe Halo Funds Halo are early-stage venture capital funds that focus on high-growth investments at the front edge of business and technological innovation in California. The key to...

59.69 milesDolan Capital Management has been registered with the Securities & Exchange Commission as an investment advisor since 1985. Our investments are concentrated in personal huge and mid-capitalization...

59.69 milesOriginally established by Dr. Ta-lin Hsu as a division of U.S. investment banking company Hambrecht & Quist, H&QAP is currently an independent organization that conducts both later-stage...

59.69 milesSwan Ventures was established in 2000 primarily to benefit Silicon Valley physicians. Our 1st fund, Swan Ventures L.P., invested in a diversified portfolio of venture funds, with an...

61.02 milesOak Hill Capital Partners is a leading private equity company with an exceptional family-office heritage. Robert M. Bass has been the company's lead investor for over twenty years....

61.02 milesEstablished and operated by Alex Reyes, MBA, Reyes Capital supplies individuals, families and businesses with a balanced portfolio strategy. As a boutique advisory, we get to know each...

61.02 milesTiemann Investment Advisors TIA manages personal portfolios with integrity, academic excellence and institutional expertise. We supply individuals with the gold standard in investment...

61.02 milesWe focus upon those firms with sustained revenue and proven gross margins. We seek growth businesses, which have achieved a balance between sustainable growth and expense control. Our...

63.93 milesWe take an active, hands-on approach to investing and work collaboratively with entrepreneurs to build exciting, successful, sustainable businesses. Reports for partners of Newbury...

63.93 milesThe goal of Osprey Ventures, L.P. the Fund is to seek capital appreciation through the acquisition, holding and distribution of the company's portfolio securities which typically include...

70.57 milesGenworth Financial Wealth Management is an investment management and consulting company committed to helping advisors build great businesses. We understand how you do business and we're...

70.57 milesBalopole Investment Management Corporation BIMC is a fee-only investment advisory and finanical planning company. At BIMC we work to know you well, so that we can offer you the right...

70.57 milesGlenborough brings 30 years of knowledge to the real estate investment and management industry. And, we strongly trust that our finest years are yet to come. Formerly a NYSE listed...

70.57 milesAt Emerson Equity, we know that nothing takes the place of a company's capability to provide tangible results. That is why each of our customers works directly with an investment professional...

70.57 milesBailard is an employee-owned investment company situated in the San Francisco Bay Area that has served institutions and private investors for nearly 40 years. Our institutional strategies...

70.57 milesBattery has assembled a staff to work with high net worth individuals, foundations and endowments. They use a globally diversified portfolio of public securities and alternative investments...