Analytic Investors

The Phillips Hayes Davis Group - UBS Financial Services Inc. in Newport Beach, CA, specializes in providing customized wealth management strategies and financial planning services. With a commitment to understanding clients' priorities and concerns, the team strives to build lasting relationships while guiding individuals toward their financial goals. Led by experienced professionals, including Senior Vice President Douglas Cosgrove and Senior Registered Client Associate Jon T. Dunavold, the group leverages a holistic approach called UBS Wealth Way, focusing on three key dimensions: Liquidity, Longevity, and Legacy. By offering tailored advice and valuing personalized assistance, they aim to support clients in navigating their financial landscape effectively. Generated from the website

Damon understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals front and center. Together, you can gain a holistic understanding of your investments and develop or review a goal’s-based plan that is tailored to your situation. Using customized tools, Damon can help analyze your investments and prioritize your needs, wants, and aspirations.

Clearview Capital LLC, based in Los Angeles, CA, is a trusted private equity firm known for its transparent and authentic approach to building market-leading companies. With a focus on growth and value creation, Clearview has a track record of driving significant EBITDA growth for its portfolio companies, supported by a team with an average tenure of 18 years. Recognized for their partnership with management teams, Clearview Capital has successfully completed 43 platform investments and 100 add-on acquisitions, demonstrating a commitment to fostering relationships and driving innovation in the businesses they work with. Their hands-on approach and dedication to understanding each company's unique needs have earned them praise from industry leaders and executives alike. Generated from the website