Investment Companies in Oakland, CA

Our goal is to supply individual, caring and knowledgeable advice to assist you clarify aims realize dreams. We'll sit down with you and really get to know who you are and where you want to be. Together, we will go over your current and long-term financial requirements. That way, we can assist you create a realistic, personalized investment strategy.

We supply intelligent, comprehensive financial management tailored specifically to our customers unique requirements and circumstances. At Aegis Capital Management, we emphasize customer education and participation in the investment management process. Our dedication to integrity and clear informative communication has gained our company the trust and respect of both personal and institutional investors.

Building and managing a successful investment program requires a significant amount of time and attention. John can assist you determine which of the many investment opportunities in the marketplace today are finest fitted to your specific objectives, assign the appropriate allocations, track transactions, as well as reply to changing market and economic conditions.

Davis H. Riemer and Louise Rothman-Riemer, motivated by their vision of the value of a collaborative approach to fullfilling customers' goals, combined their careers in financial services in 1989 to found DHR Investment Counsel. The professional knowledge of the DHR principals and team includes personal and institutional investing, personal financial and estate planning, insurance and banking services, as well as consulting to corporate and non-profit organizations on retirement plan design and administration, implementation of fiduciary standards and portfolio management.

At Bell Investment Advisors, performance is what matters most. Since our inception in 1991 we currently have brought performance into every conversation. Does your investment advisor talk about performance? The results are here for our fourth Annual Survey of Affluent Boomers who will turn sixty years-old this year conducted inauguration week. What's in a Bell Financial Plan?