Investment Companies in Palo Alto, CA

Thank 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 structure. Our customers tell us that we take most of the fear and confusion out of managing finances.

Vista Wealth Management Vista helps both personal and families to achieve financial security through proactive, independent wealth management. At Vista we do your financial planning, investment management and taxes, so you do not have to. Vista Announces: Vista Wealth Management is glad to say that we currently have successfully merged with BPM Wealth Management.

Pacifica 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 and run start-ups, managed divisions of huge firms, and run research labs; we understand what you need in the way of capital, strategy, and partnerships.

For 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 in exciting, new, technology-based opportunities. We have observed the ups and downs of venture capital and the fads and failures in the Valley. So we take the long view.

Established in 1989 by Paul Resnick and Ken Bilodeau, AKJ Asset Management is an investment counseling company that supplies personalized portfolio management for individuals, retirement plans, non-profit organizations and endowments. We are registered with the US Securities and Exchange Commission. Our compensation comes only from fees; we don't receive commissions or sell financial products.

The 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 building successful new firms is entrepreneurs. The Halo Funds work with portfolio entrepreneurs as value-added board members by mentoring, coaching, and helping to recruit people to fill out the executive staff.

Dolan 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 stocks with a style similar to GARP growth at a competitive price.

Originally 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 control investments and earlier-stage venture capital investments. It focuses on growth sectors including technology, technology manufacturing, consumer brands and financial services.

Swan 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 emphasis on healthcare and biotechnology. After a successful 1st fund, Swan Ventures expanded its limited partner base and altered its objectives.