Investment Companies in San Rafael, CA

We supply customized wealth and investment management services for high net worth individuals and institutions. At TWA, we're guided by one overriding principle: We put what is in your finest interest 1st. Our staff of deeply skilled, experienced investment specialists adheres to a high level of individual service, delivering unbiased and independent advice.

Read our latest quarterly customer letter online, or have it e-mailed to you. A running commentary on matters of interest to personal investors.

McClurg Capital affords investors the choice of how they pay for investment guidance and advice. Clients may chose to utilize our Full-Service Brokerage on a traditional, pay as you go, commission basis; or elect a fee-based solution through our Registered Investment Advisory where we're compensated located on a modest percentage of assets in the account.

Real estate is inherently an illiquid, risky business, yet one which can generate substantial returns. We serve real estate investors, especially those interested in wine, who share our views and values, and who need and expect substantial returns on their long-term capital investments.

Compass Analytics supplies valuation and interest rate risk management services to mortgage capital markets participants. Compass Analytics licenses its software CompassPoint to mortgage traders, buy-side and portfolio investors, servicers and secondary marketing departments in order to supply the most granular valuation, risk management and accounting analytics.