Andrew Soter Investment Consultant

Oak Asset Management, located in Westlake Village, CA, provides a comprehensive range of investment advisory services, including portfolio management, retirement income analysis, and risk analysis. With additional offices in Flagstaff, AZ, and Las Vegas, NV, the firm focuses on customized strategies to meet the diverse needs of its clients at various stages of their financial journeys. Dedicated to client education and engagement, Oak Asset Management offers complimentary Get Acquainted meetings to assess how their services can best support potential clients. As a Registered Investment Adviser, the firm emphasizes the importance of proper licensing and provides an informative platform while acknowledging the inherent risks of investing. Generated from the website

Freestone Capital is an independent wealth services firm headquartered in Seattle, with additional offices in San Francisco and Santa Barbara. They assist clients in focusing on what truly matters, providing personalized financial guidance and support. Generated from their website's infomation

Marlin Management Co LLC is a global investment firm based in El Segundo, CA, specializing in software and technology investments. With over 20 years of experience, Marlin focuses on building strategic value and empowering management teams to drive growth across their portfolio companies. The firm is recognized for its operational support and strategic insights, partnering with businesses to enhance their product visions and market positions. Marlin's dedication to its clients is evident in its flexible capital deployment and commitment to fostering long-term success in the technology sector. Generated from the website