Ascension Wealth Partners

Gemmer Asset Management LLC, established in 1992, is a registered investment advisor based in Walnut Creek, CA, dedicated to providing high-quality and unbiased investment management services to the Bay Area community. With over 100 combined years of experience, the firm prides itself on building strong partnerships with financial advisors, enabling them to effectively support their clients through sound investment strategies and comprehensive back-office assistance. The company utilizes a rigorous, research-driven investment philosophy that incorporates modern portfolio theory and tactical asset class shifts, ensuring a high level of customization and personalized attention for both advisors and their clients. As a wholly employee-owned firm, Gemmer is committed to fostering relationships that prioritize client needs and deliver effective financial solutions. Generated from the website

The Litman/Gregory Companies, located in Orinda, CA, specializes in providing investment solutions for professional investors, with a focus on tailored funds and services across various jurisdictions. They operate under the iM Global Partner Asset Management umbrella, emphasizing compliance and legal adherence in investment practices. The company offers a range of investment funds, including the iMGP Sicav, established and regulated in Luxembourg, designed for eligible investors while providing resources that assist in informed investment decisions. With a commitment to transparency, they advise potential investors to consult pertinent legal documentation and financial advisors prior to making investment commitments. Generated from the website