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Investment Companies in Santa Barbara, CAComprehensive list of Santa Barbara, California based firms, advisors and managers offering personal and business investment services. |
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| Peritus Asset Management | ![]() | (805) 882-1100 |
Peritus Asset Management is an employee owned, SEC registered investment advisor headquartered in Santa Barbara, California. Founders Tim Gramatovich and Ron Heller started their partnership in 1995. Peritus is a value based, active credit investment director delivering services to institutional and qualified retail markets. www.peritusasset.com 26 West Anapamu Street # 3, 93101 | ![]() |
| DEEN Capital Management | ![]() | (805) 682-1870 |
Our aim since Oct. 2005: Outperform the S&P through up markets and down. known as our Aggressive Equity Management Program, this investment service alternates between short-term trading of volatile growth stocks and sitting on cash -- depending on market conditions. Philosophy: Our approach may finest be described as short-term aggressive growth with managed risk. www.deencapital.com Po Box 30925, 93130 | ![]() |
| Silver Creek Equity | ![]() | (805) 899-3900 |
Moreton Bay manages separate accounts exclusively for high net worth individuals. Moreton Bay's investment process combines fundamental analysis with the risk management skills of experienced investment specialists. Client funds are typically held at major Wall Street companies such as Fidelity Investments. These companies supply all customer statements and confirmations. www.silvercreekequity.com 1106 Chapala Street, 93101 | ![]() |
| Ameritrus Capital Management | ![]() | (805) 688-1001 |
25.48 milesOur aim is to supply individual and knowledgeable advice to assist you reach your aims. We will sit down with you and really get to know who you are and where you want to be. Together,... www.ameritrust.us 3568 Sagunto Str, 93460 | ![]() |
| Accord Management Systems | ![]() | (805) 230-2100 |
52.03 milesDo you have what it takes to succeed in business? How engaged are your employees? If you're a franchisor, we can assist you in improving your bottom line. Who are the finest leaders... accordsyst.com 1459 East Thousand Oaks Boul # G, 91362 | ![]() |
| Churchill Management Group | ![]() | (805) 370-6802 |
54.34 milesIt is the Mission of Churchill Management Group's Premier Wealth strategy to build wealth over the long term; we seek to provide superior returns in favorable market periods and to... www.churchillmanagement.com 920 Hampshire Rd, 91361 | ![]() |
| Manchester Financial | ![]() | (805) 495-4405 |
54.34 milesWe currently have the efficient flexibility to keep you secure. Take a look around and see all that Manchester Financial can give you, your portfolio and your sense of security. We... www.mfinvest.com 2815 Townsgate Rd # 100, 91361 | ![]() |
| RS Investments | ![]() | (818) 865-1665 |
56.23 milesSemiannual letter to our customers from CEO Terry Otton. Co-Portfolio Manager Allison Thacker describes where RS is finding opportunities. Comprehensive statistical data on our Funds... www.rsinvestments.com | ![]() |
| Mann Capital | ![]() | (310) 589-5778 |
58.26 milesMann Capital is a private investment company that specializes in growth-stage private equity investments. The company operates as an aggressively active investor with deep involvements... manncapital.com 31351 Pacific Coast Hiwy, 90265 | ![]() |
| Lincoln Investment Planning | ![]() | (661) 259-3473 |
62.01 miles403 b Employer Options Kit: Call for a Copy Now! For website assistance, contact the webmaster. lincolninvestment.com 25375 Orch Villag Rd # 107, 91355 | ![]() |
| American Financial Network | ![]() | (818) 264-4644 |
63.11 milesAn experienced professional resource for both personal & corporate customers, Brett Ellen and the AFN Team deliver unbiased investment advice, unparalleled service & support and a caring... www.afn-net.com 23975 Prk Sorrento, Suite 250, 91302 | ![]() |
| Centerpoint M & A Advisors | ![]() | (818) 593-7907 |
64.69 milesCenterPoint M&A Advisors is a premier investment banking company delivering merger & acquisition advisory services, private placement of debt & equity, and business valuations for mid-sized... centerpnt.com 21550 Oxnard Str # 960, 91367 | ![]() |
| National Securities | ![]() | (310) 459-7165 |
70.90 milesEstablished in 1947, National Securities Corporation has registered representatives situated throughout the US, and has developed into one of the country's biggest independent broker-dealers.... nationalsecurities.com 17250 West Sunset Boulv # 217, 90272 | ![]() |
| Lions Futures Trading | ![]() | (818) 778-1760 |
73.05 milesLions Futures is an alternative investments brokerage specializing in Managed Futures portfolios. Alternative investments such as managed futures are increasingly being considered to... lionsfutures.com 7120 Hayvenhurst Avnue # 315, 91406 | ![]() |
| Medical Asset Management | ![]() | (818) 990-5200 |
73.63 milesAny real estate broker can sell you an apartment or office building. But when it comes to medical buildings, working with just a broker would be like seeing a general practitioner for... www.medicalasset.com 4910 Van Nuys Boulevard, 91403 | ![]() |
| Universa Investment LP | ![]() | (310) 566-5560 |
74.26 milesUniversa Investments L.P. is an investment management company that specializes in hedging tail risks for its customers. Universa has a focused investment approach employing positively-skewed... universa.net 1414 Second Str, 90401 | ![]() |
| Strome Susskind | ![]() | (310) 917-6600 |
74.26 milesWe believe today's investment markets reward managers who show strength of conviction the capability to identify opportunities outside the mainstream and participate in them imaginatively... strome.com 100 Wilshire Boul, 90401 | ![]() |
| Liberty Partners Financial | ![]() | (661) 631-0905 |
76.18 milesFreedom is a privately owned Broker Dealer serving the requirements of Independent Registered Representatives, Independent Financial Advisors and their clients. We do this by delivering... www.libertypfs.com 4540 California Ave # 540, 93309 | ![]() |
| Cliffwater | ![]() | (310) 448-5000 |
77.39 milesCliffwater supplies alternative investments consulting and advisory services to institutional investors including endowments, foundations, retirement systems and financial institutions.... www.cliffwater.com 4640 Admiralty Wy Suite 1101, 90292 | ![]() |
| Crane Asset MGMT | ![]() | (323) 852-9300 |
77.84 milesFor centuries, the crane has stood as a symbol of a lifelong relationship; of fidelity and prosperity. Crane Asset Management is a complete-service investment counseling company delivering... craneasset.com 8383 Wilshire Boulv # 850, 90211 | ![]() |
| Levine Leichtman Capital Prtnr | ![]() | (310) 275-5335 |
77.84 milesLevine Leichtman Capital Partners is an independent investment company that invests in middle market firms situated in the US. These investors include state and corporate pension plans,... llcp.com 335 North Maple Driv # 130, 90210 | ![]() |
| Bambi Holzer Financial Group | ![]() | (310) 288-3101 |
77.84 milesWhether you're selling a home or an investment property, our staff of tax experts and legal specialists can assist. Available now at your favorite local and online bookstores. Investment... www.bambiholzer.com 9401 Wilshire Blvd # 705, 90212 | ![]() |
| DLM Investment | ![]() | (310) 860-7520 |
77.84 milesInvestors.skilled risk management strategies that achieve targeted investment. To insure investment success, we take a personalized approach serving our customers in three major roles:... www.dlminvestmentgroup.com 468 North Camden Dr, 90210 | ![]() |
| Inflective Asset Management | ![]() | (310) 545-2992 |
82.33 milesInflective supplies investment management solutions for both traditional outright convertible and convertible arbitrage strategies. Inflective Asset Management's goal is to supply solid,... inflectiveasset.com 1334 Pk Vw Avn # 310, 90266 | ![]() |
| R W Smith | ![]() | (310) 376-7797 |
83.71 milesThis method is referred to as Bid Wanted, a blind auction-style process wherein a dealer asks a municipal securities broker's broker to gather bids from the interdealer market on a... www.rwsbroker.com 1216 Hermosa Avn, 90254 | ![]() |
| Densmore Investments | ![]() | (818) 242-0522 |
84.53 milesARTFIELD INVESTMENTS - Artfield Investments has been facilitating private firms going public through filings since 1995. Artfield has been assisting public firms with mergers and acquisitions... artfieldinvestments.com | ![]() |
| Peter A Sokoloff | ![]() | (818) 547-4500 |
84.53 milesEstablished in 1997 by husband/wife staff Pete and Annie Sokoloff, the company has rapidly achieved international standing by covering the vital industries of Security and Telecommunications.... www.sokoloffco.com 550 North Brand Boul, 91203 | ![]() |
| Whitetail Financial | ![]() | (661) 547-5975 |
86.82 milesWhitetail Financial is a growing Real Estate Advisory and Mortgage Company. We pride ourselves in treating each and every customer as our only customer, delivering each personal with... www.whitetailfinancial.com 849 South Broadway Apt 602, 90014 | ![]() |
| Fortuna Asset Management | ![]() | (213) 741-0406 |
86.82 milesFortuna Asset Management is a complete service one-stop solution real estate service firm for real estate investors. We are active in property management, acquisition, development,... www.fortuna-management.com 2301 East Seventh Street, 90023 | ![]() |
| Payden & Rygel | ![]() | (213) 625-1900 |
86.82 milesWith specialists in offices situated in Asia, Europe, United Kingdom and the US, Payden & Rygel supplies a complete array of investment strategies and services to investors across the... www.payden-rygel.com 333 South Grand Ave # 3250, 90071 | ![]() |
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